Jacobsma Financial is an investment advisory firm founded in 2024 and headquartered in Ohio. The firm provides comprehensive investment advisory services, including financial planning and both discretionary and non-discretionary investment management for individuals, families, trusts, and estates. Jacobsma Financial focuses on long-term investing, utilizing strategic asset allocation primarily through exchange-traded funds, mutual funds, and individual stocks and bonds. The firm operates as a fee-only practice, meaning it does not sell commissioned products or accept commissions and finder's fees. Financial planning services are integrated into the investment advisory services and are covered by the management fees. Jacobsma Financial tailors its strategies to each client's specific risk tolerance, time horizon, and financial goals, conducting reviews at least annually.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $750K | 0.92% |
| $750K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.69% |
| $1.5M - $2.0M | 0.58% |
| $2M+ | 0.50% |
All fees are negotiable at the discretion of the advisor. Jacobsma Financial may negotiate lower rates or fees for clients with financial need.