Jacob Wells is a registered investment advisor at Zenith Advisory Group, LLC, based in The Villages, FL. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 186 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Zenith Advisory Group charges fixed portfolio management fees that vary between $500 and $25,000 per year, depending on the services provided. Fees are generally negotiable and are withdrawn directly from your accounts on a quarterly basis in advance.
Location
1068 Lake Sumter Landing, The Villages, FL, 32162
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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.
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Current Registrations
Zenith Advisory Group, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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