Jacob Motz is a registered investment advisor at Alliancebernstein L.P., based in Nashville, TN, with 3 years of industry experience. Their practice areas include Investment Management. Their firm serves 26,445 clients with $710B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AB is compensated based on a percentage of your portfolio. This fee is generally charged quarterly. The specific percentage may be negotiable depending on factors such as the type of client, complexity of the situation, and the size of the overall relationship. If your assets are invested in a registered investment company managed by AB, those assets are subject to the investment company's management fee. If you are a client of Bernstein Private Wealth Services, your fee is all-inclusive and deducted quarterly from your account at Bernstein LLC.
Location
Nashville, TN
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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.
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Jacob owns and operates Jake's Tutoring, a private tutoring company. He spends minimal time per week interacting with clients, setting up meetings, and providing tutoring sessions.
Employment History
Current Registrations
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
Sanford C. Bernstein & CO., LLC
Previous Registrations
The Ayco Company, L.P.
Goldman Sachs Personal Financial Management
Goldman Sachs & CO. LLCBroker
State Registrations2 states
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.