Jacob Vonloh is a CFP-designated registered investment advisor at Jim Saulnier & Associates, LLC, based in Fort Collins, CO, with 4 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 182 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JS&A offers two investment management services with fixed annual fees, billed quarterly:
- Investment Model: Designed for individuals actively saving for retirement. The annual fee is $4,700 plus $100 per managed account. A minimum household aggregate account size of $500,000 is generally required, but may be negotiable.
- Investment Positioning: Designed for those actively withdrawing from their retirement assets and is only available to existing retirement planning clients of JS&A. The annual fee is $7,700 plus $100 per managed account. A minimum household aggregate account size of $750,000 is generally required, but may be negotiable.
Clients can schedule optional hour-long portfolio review meetings for $320 per meeting.
Location
506 East Mulberry St, Fort Collins, CO, 80524
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jim Saulnier & Associates, LLC
State Registrations1 state
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