Robert Jacobs
Robert Jacobs is a registered investment advisor at Star Wealth Advisors, based in Longs, SC, with 7 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 159 clients with $44M 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 | 3.00% |
Annual fees range between 1.00% and 3.00% of assets under management, applied to 100% of the assets in the account. Fees are negotiable.
Fee Estimator
Location
Longs, SC
Get directionsHistory
Regulatory History (4)
Financial
May 2019Financial
March 2019Financial
January 2019Financial
December 2018Other Business ActivitiesSells Insurance
Robert is a licensed insurance agent contracted with Aetna and United Healthcare for Medicare Insurance, as well as Annexus, Athene, and Nationwide for annuity business. This takes about half of Robert's time, including nights and weekends.
Employment History
Current Registrations
Star Wealth Advisors
Previous Registrations
Corecap Advisors
State Registrations2 states
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.