Jacob Baucco
Jacob Baucco is a CFP-designated registered investment advisor at Capital Advisors, LTD., LLC, based in Shaker Heights, OH, with 2 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,106 clients with $1.4B 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 | 1.25% |
Annual investment advisory fees vary up to 1.25% of the total assets placed under management. Fees are negotiable based on objective and subjective factors such as asset type, market value, complexity, and anticipated scope of services.
Fee Estimator
Location
1115 Tower East, 20600 Chagrin Boulevard, Shaker Heights, OH, 44122
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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 an Investment Associate at Capital Advisors, Ltd., focusing on portfolio allocation and investment reports. This is a full-time role.
Employment History
Current Registrations
Capital Advisors, LTD., LLC
Lincoln Investment
Lincoln InvestmentBroker
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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