CFP · ChFC
CFP · ChFC
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
6,259 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$8.0B
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $350K | 1.60% |
| $350K - $500K | 1.25% |
| $500K - $650K | 1.00% |
| $650K - $800K | 0.80% |
| $800K - $1.1M | 0.70% |
| $1.1M - $2.0M | 0.60% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Jacob Aaron Greenberg
Location
3131 Camino Del Rio N, Suite 1550, San Diego, CA, 92108
Get directionsHistory
Regulatory History
Clean regulatory record
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
Jacob co-owns 1Breath, LLC, an apparel brand, dedicating about a quarter of his time. He also serves as an advisory board member for California State University of Fullerton, guest lecturing and providing program advisement, which requires minimal time.
Employment History
Current Registrations
Pure Financial Advisors, LLC
June 2015 - Present · 10 yrs 8 mos
Previous Registrations
Financial Advisors Network
June 2013 - May 2015 · 1 yr 11 mos
LPL Financial LLC
July 2011 - June 2015 · 3 yrs 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Contact
Jacob Aaron Greenberg