Jacob Green is a registered investment advisor at Green Tree Wealth, INC, based in Bend, OR, with 3 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.5M | 1.50% |
| $1.5M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable; you may aggregate assets to achieve a lower fee.
Fee Estimator
Location
937 NW Newport Ave, Suite 211, Bend, OR, 97703
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 sole proprietor involved in planning and insurance, dedicating about 10-20% of his time to selling annuities, life, and health insurance. He also works as an agent in a Medicare insurance business, spending a few hours per week selling out-of-state Medicare insurance.
Employment History
Current Registrations
Green Tree Wealth, INC
Previous Registrations
Edgerock Wealth Management
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.