Peter S Jacobs

CFA · CFP

27 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth

Tschetter Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

451 clients

Average Client Portfolio

$4.7M average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:$250K

Financial Planning:Included in AUM fee

Location

2155 112th Ave Ne, Bellevue, WA, 98004

Get directions

History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Peter has been a partner in JHH Partners, LLC since 2008, an entity formed for a private investment. He devotes minimal time to this activity, mainly related to accounting and taxes.