Jacob Montano is a CFP-designated registered investment advisor at Scs, based in Bellevue, WA, with 3 years of industry experience. Jacob is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 2,493 clients with $1.9B 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 | 1.50% |
Maximum annual fee of 1.5% based on assets under management. For the LPL Model Wealth Portfolios program, the total account fee is subject to a maximum of 1.75%, with SCS's portion no more than 1.5%. Fees are negotiable.
Fee Estimator
Location
10900 NE 8th Street, 15th Floor - Suite 1550, Bellevue, WA, 98004
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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.
Learn about disclosures →Employment History
Current Registrations
Scs
LPL Financial LLCBroker
Previous Registrations
Edward JonesBroker
Edward Jones
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
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.
Exams
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