Jacob Smith is a registered investment advisor at Third Sigma Investment Advisors LLC, based in Troy, MI, 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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Advisory fees range from 0.10% to 1.25% depending on portfolio size and complexity. Pension and profit-sharing plans range from 0.20% to 0.40%. Fees are negotiable.
Fee Estimator
Location
200 E Big Beaver Rd, Ste 132, Troy, MI, 48083
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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.
Exams
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