James Jacobson is a registered investment advisor at Capital Ideas, based in Naperville, IL, with 13 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 85 clients with $280M 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 $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees and account minimums are negotiable.
Fee Estimator
Location
Naperville, IL
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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 →Other Business Activities
James's spouse owns and operates Molly's Cupcakes Naperville, a franchised bakery. James is also a partner at Alpha Capital Partners, a business consulting firm, dedicating a few hours per week.
Employment History
Current Registrations
Capital Ideas
Previous Registrations
Strategic Portfolio Managers
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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.