Jacob Tullis is a registered investment advisor at Regents Partners, LLC, based in Farmington, UT, 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 Investment Management. Their firm serves 405 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. For clients in private funds, Regents Partners, LLC charges an annual management fee of 2% of assets under management along with a 20% performance fee based on capital appreciation.
Fee Estimator
Location
Farmington, UT
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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 a member of Regents Settlement Solutions, LLC, assisting attorneys with fee deferment transactions. This takes about 10-20% of his time.
Employment History
Current Registrations
Regents Partners, LLC
Previous Registrations
Foresight Wealth Management, LLC
State Registrations1 state
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