Jacob Farabee is a CFA-designated registered investment advisor at Passive Capital Management, LLC, based in Syracuse, NY, 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 Investment Management, Retirement Planning. Their firm serves 424 clients with $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 $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
Fees are negotiable when an Investment Adviser Representative had a relationship with a client through a previous employer. The Adviser may also negotiate fees based upon additional business opportunities, family relationships and other factors.
Fee Estimator
Location
205 S. Salina Street, Suite 403, Syracuse, NY, 13202
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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 →Employment History
Current Registrations
Passive Capital Management, LLC
Previous Registrations
Lbmz Securities, INC.Broker
Pfm Fund Distributors, INC.Broker
State Registrations1 state
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