Jason Jacobs is a registered investment advisor at Lanier Financial Group LLC, based in Athens, GA, with 1 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 238 clients with $210M in assets under management.
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 | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.10% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees negotiable for accounts over $10,000,001. Non-discretionary accounts are charged 0.5% of all assets.
Fee Estimator
Location
490 N. Milledge Avenue, Athens, GA, 30601
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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
Jason works as a technical analyst for University of Georgia Athletics, spending minimal time per month. He also serves as CFO for Catherine Jacobs, LLC, a retail business, dedicating full-time hours to this role.
Employment History
Current Registrations
Lanier Financial Group LLC
State Registrations1 state
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