Jacob Schwartz is a registered investment advisor at Green Ocean Global Advisors LLC, based in San Francisco, CA. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 147 clients with $110M 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 $300K | 1.45% |
| $300K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Fees are generally negotiable. GOGAL may direct clients to Vise Al Advisors, LLC (Total Fee: 1.00%, GOGAL's Fee: 0.65%, Third Party's Fee: 0.35%) or Orion Portfolio Solutions, LLC (Total Fee: 1.00%, GOGAL's Fee: 0.85%, Third Party's Fee: 0.15%).
Fee Estimator
Location
201 Spear Street, Suite 1100, San Francisco, CA, 94105
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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
Green Ocean Global Advisors LLC
State Registrations3 states
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