Eric Jacobsen is a registered investment advisor at Jacobsen Capital Management, based in Salt Lake City, UT, with 28 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 118 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jacobsen Capital Management charges an annual fee based on the value of your portfolio. The maximum annual fee is 2.00%. There is a $5,000 minimum annual management fee. Fees are charged monthly or quarterly, based on the value of your investments at the end of the previous month or quarter. The firm may negotiate fees.
Location
101 South 200 East, Suite 524, Salt Lake City, UT, 84111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Eric owns and manages multiple rental properties through several LLCs, dedicating minimal time to each. He also serves as a trustee on a family account, spending minimal time on this activity as well.
Employment History
Current Registrations
Jacobsen Capital Management
Previous Registrations
Goalen Financial Advisors
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.