The Jacobs Financial Group (TJFG) specializes in financial planning and investment management for individuals, retirement plans, and small businesses. Financial planning includes tax, insurance, retirement, and estate planning. When managing investments, TJFG considers your financial situation and risk tolerance to develop an appropriate investment strategy, primarily using ETFs, stocks, and bonds.
Assets Under Management$3.2M
Clients12
Advisors1
Avg. per Client$270K
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
If The Jacobs Financial Group manages your money, the annual fee ranges from 0.70% to 2.00% of your account, depending on its size and complexity. This fee is negotiable and paid monthly.
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