Jacob Potter is a registered investment advisor at Sfc Financial LLC, based in St. Louis, MO, with 4 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 68 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum fee is 1% annually, however, as the amount of investable assets increase the management fee may be lowered. This is at the sole discretion of Adviser. On a case-by-case basis, the annual fee for Portfolio Management Services can be charged as a fixed fee.
Fee Estimator
Location
3890 South Lindbergh Blvd., Suite 200, St. Louis, MO, 63127
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jacob is a shareholder and director of tax at Swink Coplen & Company PC, a CPA firm, dedicating nearly full-time hours to managing the tax department. He is also a managing member of Ninja Investments LLC and Wildrose Manor LLC, both rental real estate companies, spending a few hours per week on management and accounting for each LLC.
Employment History
Current Registrations
Sfc Financial LLC
State Registrations1 state
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