Robert Jacobs is a registered investment advisor at White Pine Financial LLC, based in Draper, UT, with 17 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 34 clients with $36M 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 $50K | 2.00% |
| $50K - $100K | 1.80% |
| $100K - $250K | 1.60% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Portfolio management fees are negotiable based upon factors including complexity of the client’s portfolio, client’s anticipated additional assets, and pre‐existing relationships.
Fee Estimator
Location
Draper, UT
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2024Other Business Activities
Robert is a managing partner at Juniper Consulting Group, a software consulting firm, since 2009. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
White Pine Financial LLC
Previous Registrations
Palisade Wealth Management
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.