Jacob Cogley is a registered investment advisor at Lineweaver Wealth Advisors, based in Valley View, OH, 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 Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 2,134 clients with $1.1B 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 $500K | 1.85% |
| $500K - $5.0M | 1.65% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Fees are typically billed monthly in arrears based on average daily balance. Fees are negotiable, and household accounts may be combined to reach lower fee tiers.
Fee Estimator
Location
9035 Sweet Valley Drive, Valley View, OH, 44125
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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 →Other Business Activities
Jacob works as a financial liaison for Lineweaver Financial Group, Inc. and Lineweaver Wealth Advisors, LLC, both investment-related. These roles take about half of Jacob's time.
Employment History
Current Registrations
Lineweaver Wealth Advisors
Previous Registrations
Triad Advisors LLCBroker
Hunter Associates LLC
Hunter Associates 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.
Exams
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