The Jacobs Financial Group is a registered investment advisor based in Montgomery, Texas, owned and operated solely by Richard C. Jacobs. The firm specializes in managing client investment portfolios using index-based exchange-traded funds and broad-based market trends, while also offering comprehensive financial planning services covering tax, insurance, retirement, and estate planning. The Jacobs Financial Group focuses on serving individual clients, personal retirement plans, and small businesses with a personalized, relationship-driven approach.
Assets Under Management$2.9M
Clients10
Advisors1
Avg. per Client$290K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fees range from 0.70% to 2.00% depending on account size and complexity.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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