Jacob Smail is a CFP-designated registered investment advisor at Demming Financial Services CORP., based in Aurora, 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 796 clients with $770M 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 $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.50% |
| $7.5M+ | 0.50% |
Fees for amounts above $7,500,000 are negotiable. Fees may also be negotiated based on anticipated future assets, account composition, and other factors.
Fee Estimator
Location
13 New Hudson Road, Aurora, OH, 44202
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 →Employment History
Current Registrations
Demming Financial Services CORP.
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
More Advisors
- Kevin Coholan, CFPDemming Financial Services CORP.
- David Demming, CFPDemming Financial Services CORP.
- Stephen Cribley, CFPOsaic Advisory Services, LLC
- Kenneth Jones, ChFCLPL Financial LLC
- Richard Lucas, CFPJ.P. Morgan Securities LLC
- Jason Rodgers, CFAOsaic Advisory Services, LLC