Ryan Jacob is a registered investment advisor at Longview Financial Planning LLC, based in Auburn, PA. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.75% |
| $100K - $1.0M | 0.60% |
| $1M+ | 0.40% |
Fees are negotiable at the sole discretion of the Advisor. Fees take into aggregate assets under management.
Fee Estimator
Location
Auburn, PA
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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
Longview Financial Planning LLC
State Registrations1 state
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