Jacob Silverstein
Jacob Silverstein is a CFP-designated registered investment advisor at All Terrain Financial Advisors, based in Minneapolis, MN, 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 Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 184 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ATFA offers investment management services where fees are based on a percentage of the assets they manage for you. The maximum annual fee is 1.50%, but the actual fee is negotiable and depends on factors like the complexity of your investment strategy and the amount of assets managed.
Location
551 Coon Rapids Blvd NW, Minneapolis, MN, 55433
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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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Jacob is the sole proprietor of JTS Capital LLC, which owns investment properties. He spends minimal time on maintenance, bookkeeping, tenant relations, and other administrative functions related to this non-investment related activity.
Employment History
Current Registrations
All Terrain Financial Advisors
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.