Jacob Golseth is a registered investment advisor at Chadwick Financial, based in Lawrence, KS, 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 Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 167 clients with $61M 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 $500K | 1.40% |
| $500K - $1000K | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.10% |
| $3M+ | 1.00% |
Fees include sub-advisor fees, if applicable. Fees are negotiable in individual cases.
Fee Estimator
Location
730 New Hampshire St., Unit 222, Lawrence, KS, 66044
Get directionsHistory
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 works as an associate advisor at Chadwick Financial, offering insurance and annuity products since 2020. This activity takes nearly full-time hours.
Employment History
Current Registrations
Chadwick Financial
Triad Wealth Partners, LLC
Previous Registrations
Brookstone Wealth Advisors, LLC
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.