Jake Bulian is a CFA-designated registered investment advisor at Traub Capital Management, based in Needham, MA. Jake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 131 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
These fees apply to portfolios incorporating individual stocks. For portfolios utilizing mutual funds only, the fees are: 0.70% on the first $1,000,000, 0.50% on the next $1,000,000 to $5,000,000, and 0.30% on amounts over $5,000,000. Fees for larger accounts are negotiable and the minimum fee calculation is sometimes waived.
Fee Estimator
Location
97 Chapel St, Suite 7, Needham, MA, 02492-2680
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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 →Employment History
Current Registrations
Traub Capital Management
State Registrations3 states
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