Jacob Coan
Jacob Coan is a registered investment advisor at Grp Retirement Planning, based in Farmingdale, ME, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 846 clients with $160M 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 $250K | 1.70% |
| $250K - $500K | 1.60% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are charged monthly in arrears. GRP has the discretion to negotiate lower fees or waive fees in individual cases.
Fee Estimator
Location
633 Maine Avenue, Farmingdale, ME, 04344
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 financial manager at Gosline Retirement Planning, dedicating full-time hours to this role. He is also a licensed insurance agent at Gosline Retirement Planning, spending a few hours per week on insurance product sales, and a sales agent at Summit Real Estate, spending minimal time.
Employment History
Current Registrations
Grp Retirement Planning
Previous Registrations
Advisory Alpha, LLC
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.