Justin Jacobs
Justin Jacobs is a registered investment advisor at Avondale Wealth Management LLC, based in West Lake Hills, TX, with 25 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 122 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.30% |
Fees are negotiable and certain clients may be charged less, depending upon a number of factors, including portfolio size, employment and relationship to Avondale. Avondale can enter into performance fee arrangements with qualified clients as noted in Item 4 above. The performance fee payable to Avondale shall be an amount up to 10% per annum of the of the Net Excess Appreciation for the monies and Securities in the Account, on an annual basis (the “Performance Fee”), provided that the Performance Fee for any year will be charged only if the Net Excess Appreciation applicable to the Securities in the Account exceeds the “high water mark” per year.
Fee Estimator
Location
4407 Bee Cave Rd., Suite 421, West Lake Hills, TX, 78746
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Justin is a principal at Avondale Wealth Management and owner of Avondale Holdings LLC. He also works as an insurance agent selling fixed life insurance and annuity contracts through PKS Financial Services, and dedicates minimal time to board member roles at the Fellowship of Christian Athletes and Boy Scouts of America, and to passive real estate investments through Peays Jacobs LLC.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Avondale Wealth Management LLC
Previous Registrations
Bbva Compass Investment Solutions, INCBroker
Bbva Compass Investment Solutions, INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.