Jacob Fleming
Jacob Fleming is a registered investment advisor at Solitude Financial Services, INC., based in Charlottesville, VA, with 9 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 164 clients with $360M 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 | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.70% |
Fees are generally negotiable for employees or clients well within retirement requiring only distribution and portfolio management strategies.
Fee Estimator
Location
236 East High Street, Charlottesville, VA, 22902
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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 is a sole proprietor providing notarization services since 2021. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Solitude Financial Services, INC.
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
Scottrade, INC.Broker
Scottrade Investment Management
VALIC Financial Advisors, INC.
VALIC Financial Advisors, 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.