Jacob Cazier
Jacob Cazier is a CFP-designated registered investment advisor at Portside Wealth Group, LLC, based in Provo, UT, 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, Retirement Planning. Their firm serves 5,384 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portside Wealth Group charges an annual fee for managing your investments, ranging from 0% to 2% of your portfolio's value. The exact percentage depends on the size of your portfolio, the complexity of the services, and the level of administration you request. The fee is calculated based on the balance at the end of the previous quarter and is billed quarterly in advance. The fee is negotiable.
Location
3507 N University Ave, Suite 150, Provo, UT, 84604
Get directionsHistory
Regulatory History (5)
Customer Dispute
February 2024Customer Dispute
February 2024Customer Dispute
June 2023Customer Dispute
May 2023Customer Dispute
April 2023Other Business ActivitiesSells Insurance
Jacob is an insurance agent for various insurance companies since 2009, dedicating a few hours per week to this activity. He is also involved with The Cazier Group, LLC (dba Arrow Suite), a non-investment related B2B software program, and is a Certified Divorce Financial Analyst (CDFA®).
Employment History
Current Registrations
Portside Wealth Group, LLC
Previous Registrations
Oak Lane Advisors
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Allegis Investment Services, LLCBroker
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.