Jacob Couch is a registered investment advisor at Fmsa, based in Grand Junction, CO. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,291 clients with $220M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,291 clients
Average Client Portfolio
$168K average
Assets Under Management
$216.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 1.98% |
| $250K - $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable for accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Grand Junction, CO
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Regulatory History
Clean regulatory record
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
Fmsa
February 2026 - Present · 3 mos
State Registrations1 state
CO
Advisor
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
No exam information available for this advisor.