Jacob Oyler
Jacob Oyler is a CFP-designated registered investment advisor at Aspen Ridge Wealth Management, LLC, based in South Jordan, UT, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 130 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are charged on a straight tier structure and are not blended. For family and friends of the Firm, the Firm, in its sole discretion, can reduce or waive management fees in their entirety. Should a client have more than one account managed by the Firm, then Aspen Ridge Wealth Management, LLC can elect at its sole discretion to aggregate the Client's accounts for the purpose of computing management fees.
Fee Estimator
Location
10808 S River Front Parkway, Suite 3048, South Jordan, UT, 84095
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacob is a licensed independent insurance agent in Utah, working through Compass Insurance Advisors since September 2024. While he may recommend and sell insurance products to advisory clients based on their needs, it only consumes a few hours per week and is not a significant source of revenue.
Employment History
Current Registrations
Aspen Ridge Wealth Management, LLC
Previous Registrations
Colwyn Investments Lc
E*trade Securities LLCBroker
State Registrations1 state
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.