Jacob Crause
Jacob Crause is a registered investment advisor at Integrity Advisory Solutions, based in Puyallup, WA, 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 Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
15406 Meridian East, Suite 205, Puyallup, WA, 98375
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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 ActivitiesSells Insurance
Jacob is the co-owner of Mission Focused Financial, LLC, an insurance agency providing life, health, annuity, and estate planning products, dedicating nearly full-time hours to it. He is also the co-owner of Mission Focused Capital Management, LLC, a DBA for his securities business, but spends no time on it.
Employment History
Current Registrations
Integrity Advisory Solutions
State Registrations1 state
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