Jacob Holleman is a registered investment advisor at Foundations Investment Advisors LLC, based in Ripon, CA. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 29,663 clients with $10B 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% |
Maximum annual advisory fee is 2.00%. Fees are negotiable. Accounts with more than three investment strategies incur an additional $15 annual fee per extra strategy, and all accounts pay a $50 annual administrative and technology fee.
Fee Estimator
Location
103 East Main Street, Ripon, CA, 95366
Get directionsHistory
Regulatory History (2)
Financial
December 2025Financial
November 2025Employment History
Current Registrations
Foundations Investment Advisors 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
More Advisors
- Cynthia Wheeler, ChFCState Farm Investment Management CORP.
- Dezaree Seeds, CFPSierra Ocean, LLC
- Tim Bloemhof, CFPWells Fargo Advisors
- Jeffrey Burrow, CFPSierra Ocean, LLC