Jacob Gayle is a registered investment advisor at Toews Asset Management, based in New York, NY, with 8 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 154 clients with $950M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Toews Asset Management offers investment management through the i-Vest and IRMS programs.
i-Vest Program: Fees range from 0.56% to 2.00% annually, including both Toews's fee (0.50%) and the Financial Intermediary's fee (0.06% - 1.50%). Toews may waive its fee if the allocation to Toews Funds is greater than or equal to 30%.
IRMS Program:
- Accounts less than $100,000: 2.30% annually (minimum annual fee of $1,150)
- Accounts from $100,000 to $1,999,999: Tiered fees ranging from 1.25% to 2.00% (minimum annual fee of $2,000)
- Accounts $2,000,000 and over: 1.00% annually (minimum annual fee of $20,000)
Location
900 Broadway, Suite 801, New York, NY, 10003
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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
Toews Asset Management
Northern Lights Distributors, LLC
Northern Lights Distributors, LLCBroker
Previous Registrations
Neuberger Berman Bd LLC
Neuberger Berman Bd LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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