Benjamin Jacobs-Nichelson
Benjamin Jacobs-Nichelson is a CFP-designated registered investment advisor at Fully Financial, based in Athens, GA, with 7 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 99 clients with $71M 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 | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable. Legacy clients may pay different rates.
Fee Estimator
Location
295 W Clayton St, Suite 100-B, Athens, GA, 30601
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2023Other Business Activities
Benjamin is a part-time instructor of financial planning at the University of Georgia, dedicating minimal time to this activity.
Employment History
Current Registrations
Fully Financial
Previous Registrations
Elwood & Goetz
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.
Exams
Additional Information
Ben completed his master’s degree in financial planning and graduated from the University of Georgia with Highest Honors. Ben has served the Athens community as a financial counselor at the ASPIRE Clinic and also worked as a quality supervisor with the Volunteer Income Tax Assistance Program. Ben currently serves on the board of NAPFA Genesis, as well as the College of Family and Consumer Sciences Alumni Association at the University of Georgia. Ben grew up in Connecticut and Georgia and studied abroad in Costa Rica prior to settling in Athens, Georgia. Ben is passionate about his three dogs, Roth IRAs, to-do lists, and of course, his family.