Jacob Waldman
Jacob Waldman is a registered investment advisor at Fortis Capital Advisors, LLC, based in Hingham, MA, with 12 years of industry experience. Jacob 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 1,874 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortis Capital Advisors' fees for managing your investments are negotiable and can be a flat percentage, linear percentage, or tiered percentage of your portfolio's value, but cannot exceed 2.5% annually. The exact fee schedule is agreed upon between you and your advisor. Fees are typically charged quarterly in advance, based on the portfolio value at the end of the previous quarter. You will receive 30 days' notice of any fee increases. Fees may be higher than those charged by other advisors.
Location
72 Sharp St Ste A9, Hingham, MA, 02043
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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 an investment advisor representative (IAR) with Fortis Capital Advisors, dedicating full-time hours to financial planning and wealth management. He also provides fixed insurance advice, spending minimal time on this activity.
Employment History
Current Registrations
Fortis Capital Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Mcadam LLC
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Mcadam LLC
Purshe Kaplan Sterling InvestmentsBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations7 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.