Jacob Wandel is a registered investment advisor at Plan Group Financial, INC., based in Fayetteville, AR. Jacob is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 7 more. Their firm serves 1,221 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Standard annual fee generally does not exceed 2.00% of assets under management. Actual fees are negotiable and may be lower based on account size, scope, and complexity.
Fee Estimator
Location
2594 E Joyce Blvd, Suite 1, Fayetteville, AR, 72703
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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
Plan Group Financial, INC.
Private Client Services, LLCBroker
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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