Jacob Winiger is a registered investment advisor at Fefa Financial, based in Denver, CO, with 5 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,686 clients with $440M 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 | 1.25% |
| $250K - $1.3M | 1.00% |
| $1.3M - $2.3M | 0.75% |
| $2.3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Denver, CO
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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 →Other Business ActivitiesSells Insurance
Jacob is a licensed insurance agent with FEFA Advisors LLC, working as a retirement planner. He dedicates about 10-20% of his time to this activity, with 25 hours per month during trading hours and 5 hours outside trading hours.
Employment History
Current Registrations
Fefa Financial
Previous Registrations
Fisher Investments
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.