Jacob Milder is a CFP-designated registered investment advisor at Oak Street Investments, based in Greenwood Village, CO, with 19 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 61 clients with $110M 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 - $2.0M | 1.50% |
| $2M+ | 0.36% |
For Core Services (Financial Planning, Investment Management, and Tax Preparation), the first $2MM of AUM is charged a flat $8800 annual fee. The 1.5% fee only applies to Investment Management Only clients with less than $500,000. Fees are negotiable in some cases.
Fee Estimator
Contact
Jacob Milder
Location
5500 Greenwood Plaza Blvd, Suite 130, Greenwood Village, CO, 80111
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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.
Learn about disclosures →Employment History
Current Registrations
Oak Street Investments
Previous Registrations
Transamerica Capital, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Goldman, Sachs & CO.Broker
Jackson National Life Distributors LLCBroker
State Registrations1 state
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.
Exams
Additional Information
SAF (Single-Advisor Firm) seeking healthcare and technology professionals. Big net worth not required, sense of humor requested. Reach out to see if connection. Into the whole "flat-fee" thing for most clients. Love what I do and have fun guiding my clients to reach their objectives. Now on to the formal part: