Jacob Kagele
Jacob Kagele is a registered investment advisor at Nova Financial Services, based in Tucson, AZ, with 23 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 737 clients with $390M 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 | 2.50% |
| $500K - $2.0M | 2.25% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.75% |
| $10M+ | Included |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
1630 E River Rd, Ste. 212, Tucson, AZ, 85718
Get directionsHistory
Regulatory History (4)
Customer Dispute
February 2023Customer Dispute
September 2018Customer Dispute
November 2017Customer Dispute
August 2016Other Business ActivitiesSells Insurance
Jacob is an agent in the fixed annuity business and involved with various insurance businesses. He also serves as a board member for Blair Charity Group and the Catholic Tuition Support Organization, and owns multiple LLCs for rental property, administrative operations, and holding basketball tickets.
Employment History
Current Registrations
Nova Financial Services
Previous Registrations
Mutual Advisors, LLC
Mutual Securities, INC.
Mutual Securities, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 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.