Jacob Smith is a registered investment advisor at Third Sigma Investment Advisors LLC, based in Wilmington, DE, with 2 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 51 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Third Sigma's advisory fees range from 0.10% to 0.55% per year, depending on portfolio size and the complexity of services. Fees are negotiable. The firm typically deducts fees monthly or quarterly from client accounts. These fees do not include the costs associated with investing in mutual funds or other investment vehicles.
Location
700 North Clayton Street, Wilmington, DE, 19805
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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 is a board member for Teen HYPE, a youth program in Detroit, since 2025. He spends minimal time helping plan events and bringing on sponsors.
Employment History
Current Registrations
Third Sigma Investment Advisors LLC
M1 Capital Management LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
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.