Jacob Anderson is a CFP-designated registered investment advisor at Stevens Capital Partners, based in Omaha, NE, with 2 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, High Net Worth, and 4 more. Their firm serves 582 clients with $600M 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 $375K | Included |
| $375K+ | 1.35% |
For accounts managed directly by Stevens Capital Partners, there is a flat fee of $5,000 for accounts valued at $375,000 or less. The annual fees are negotiable, pro-rated and paid in advance on a quarterly basis.
Fee Estimator
Location
15514 Spaulding Plaza, Suite D02, Omaha, NE, 68116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Stevens Capital Partners
Previous Registrations
Cwm, LLC
State Registrations1 state
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