Jacob Millen
Jacob Millen is a registered investment advisor at Valor Investments and Planning LLC, based in Easton, PA, with 14 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 495 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Valor Investments and Planning's fees for managing your investments depend on the custodian and third-party manager selected. Total fees will not exceed 1.70% to 1.85% of your portfolio. Valor also charges a Platform Reporting & Administrative Fee of up to $150 per account, per year.
For accounts held at Schwab (or other agreed custodians):
- Fees are tiered and include Valor's advisory fee (up to 1.0%), a third-party manager fee (up to 0.45%), and a third-party platform fee (up to 0.25%).
For accounts held at AssetMark:
- Fees are tiered and include AssetMark's Platform Fee (0.10% to 0.25%), Valor's advisory fee (up to 1.0%), and a program fee (up to 0.60%).
AssetMark charges a minimum Platform Fee of $350 per year or $87.50 per quarter for mutual fund and ETF solutions.
Location
109 N. 4th Street, Suite 1, Easton, PA, 18042
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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 ActivitiesSells Insurance
Jacob is a part-time CFO for RMO Solutions LLC, dedicating about 10% of his time. He also serves as VP at Valor Life & Annuity and President at Valor Investments & Planning, spending full-time hours at each role training advisors and working with clients.
Employment History
Current Registrations
Valor Investments and Planning LLC
Previous Registrations
The Leaders Group, INC.Broker
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
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.