Jacob Asplundh is a CFP-designated registered investment advisor at Passive Capital Management, LLC, based in Syracuse, NY, with 11 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 424 clients with $1B 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 | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
Fees are negotiable when an Investment Adviser Representative had a relationship with a client through a previous employer. The Adviser may also negotiate fees based upon additional business opportunities, family relationships and other factors.
Fee Estimator
Location
Salina Place, 205 S. Salina Street, Suite 403, Syracuse, NY, 13202
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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
Passive Capital Management, LLC
Previous Registrations
Greenspring Wealth Management, INC.
Deutsche Bank Securities INC.
State Registrations2 states
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