AJ
CFA · CFP
AJ
CFA · CFP

Adam Robert Jacobs

27 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)
Firm Size
34 advisors
Number of Clients
3,712 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2.0M - $7.0M0.75%
$7.0M - $10.0M0.65%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Technology Drive, Suite 100, Westborough, MA, 01581

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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.

Learn about disclosures →
Employment History
Current Registrations
Grimes & Company
February 2010 - Present · 16 yrs
Previous Registrations
Mid Atlantic Capital CorporationBroker
February 2010 - June 2017 · 7 yrs 4 mos
USA Financial Securities Corporation
June 2008 - December 2009 · 1 yr 6 mos
USA Financial Securities CorporationBroker
May 2008 - December 2009 · 1 yr 7 mos
Cambridge Investment Research, INC.Broker
July 2007 - May 2008 · 10 mos
On Investment Management CO
April 2007 - June 2007 · 2 mos
The O.N. Equity Sales CompanyBroker
April 2007 - June 2007 · 2 mos
Park Avenue Securities LLCBroker
January 2006 - March 2007 · 1 yr 2 mos
Northwestern Mutual Investment Services, LLCBroker
May 2005 - November 2005 · 6 mos
Maxim Group LLCBroker
October 2004 - March 2005 · 5 mos
Carolina Capital Markets, INC.Broker
September 2002 - October 2004 · 2 yrs 1 mo
State Street Global Markets, LLCBroker
October 1997 - August 2002 · 4 yrs 10 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.