Jacob Ivey is a registered investment advisor at Strategic Asset Management Group Advisors, based in Pompano Beach, FL, 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 Investment Management. Their firm serves 123 clients with $380M 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 $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees negotiable for accounts over $2,500,000.
Fee Estimator
Location
2000 North Federal Highway, Suite 202, Pompano Beach, FL, 33062
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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
Jacob works as an Investment Advisor Representative at Strategic Asset Management, providing financial services and customer service. This is a full-time commitment for Jacob.
Employment History
Current Registrations
Strategic Asset Management Group Advisors
Lincoln InvestmentBroker
Previous Registrations
Lincoln Investment
State Registrations10 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.