Jacob Vonloh is a CFP-designated registered investment advisor at Jim Saulnier & Associates, LLC, based in Coralville, IA, with 5 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 184 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jim Saulnier & Associates, LLC charges fixed annual fees for portfolio management rather than a percentage of your portfolio. The total fee depends on the service option you choose and the number of accounts you have:
- Investment Model Service (for accumulation) — $4,700 per year management fee plus $100 per account for platform fees.
- Investment Positioning Service (for distribution) — $7,700 per year management fee plus $100 per account for platform fees. (This option requires you to first complete a retirement plan with Jim Saulnier & Associates, LLC.)
Additional details to keep in mind:
- Fees are billed quarterly in arrears.
- There is a one-time administrative account opening fee ranging from $75 for standard accounts up to $750 for complex accounts like trusts.
- Optional review meetings beyond the required annual review cost $320 per meeting.
Location
Coralville, IA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Jim Saulnier & Associates, LLC
State Registrations1 state
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Exams
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