Fees & Services
The Jacobs Financial Group is solely compensated by fees paid by our clients. We receive no compensation from any other source. The fees are for investment advisory services and financial planning. Fees are calculated as percent of your month-end balance from the aggregate of all the client’s accounts held with the firm’s custodian. The accounts are charged in the arrears monthly. The minimum annual charge is $500.
The fees range from a 0.5% to 2.00% annual rate for aggregate assets under management. The fees that will be charge will be contingent upon the following variables:
- Size of account(s)
- Number of accounts
- Complexity of investment strategy
The Jacobs Financial Group’s general policy is that a financial plan is required for all clients within the first year of engagement. Clients whose aggregate portfolio is greater than $150,000 will receive planning services included as part of their monthly fees.