Jacobsma Financial is a fee-only investment advisory firm offering financial planning and investment management services to individuals, families, trusts, and estates. Jacobsma Financial provides guidance on equities, debt instruments, ETFs, and mutual funds. The firm does not sell financial products or receive commissions. Clients maintain control of their assets, and trades are executed under a limited power of attorney.
Assets Under Management$63K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$63K
Fee Structure
Planning is included in investment management
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/fees for clients with financial need.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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