Parker Jacobs is a CFP-designated registered investment advisor at Prairiewood Wealth Management, based in Fargo, ND, with 2 years of industry experience. Parker operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 244 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prairiewood Wealth Management's investment management fees are based on a tiered schedule, typically ranging from 0.5% to 1.5% of the value of your portfolio. The specific fee is determined by the complexity of your situation, the time and effort required to serve you, and the amount of investments to be managed. In some cases, a minimum fee may be implemented if the standard percentage-based fee is deemed insufficient.
Location
3175 Sienna Dr S, Ste 100, Fargo, ND, 58104
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
Prairiewood Wealth Management
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.