Kurt Jacobsma is a registered investment advisor at Jacobsma Financial, based in West Chester, OH, with 1 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $750K | 0.92% |
| $750K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.69% |
| $1.5M - $2.0M | 0.58% |
| $2M+ | 0.50% |
All fees are negotiable at the discretion of the advisor. Jacobsma Financial may negotiate lower rates/fees for clients with financial need.
Fee Estimator
Location
West Chester, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Jacobsma Financial
State Registrations1 state
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