Christopher Jacobs
Christopher Jacobs is a registered investment advisor at Private Client Services, LLC, based in Saint Charles, MO, with 10 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
2085 Blue Stone Drive, Saint Charles, MO, 63303
Get directionsHistory
Regulatory History (2)
Criminal
March 2012Criminal
July 2011Other Business ActivitiesSells Insurance
Christopher is an independent insurance agent for various insurance companies since 2015, spending full-time hours on this activity. He is also an advisory representative of a Registered Investment Advisor (RIA) and an investment advisor with Cambridge Investment Research, also dedicating full-time hours to each.
Employment History
Current Registrations
Private Client Services, LLCBroker
Axius Advisors LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations4 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.