Jacob Cavaleri
Jacob Cavaleri is a registered investment advisor at Private Client Services, LLC, based in Scottsdale, AZ, with 3 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
8737 E. Via De Commercio, Suite 100, Scottsdale, AZ, 85258
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 is licensed and registered with the Arizona insurance department and may be appointed by various insurance companies, receiving separate compensation for life insurance contracts. He spends minimal time on these insurance activities.
Employment History
Current Registrations
Private Client Services, LLCBroker
Able Financial Group, LLC
Previous Registrations
Kovitz Investment Group Partners, LLC
Kovitz Investment Group Partners, LLC
Diversify Wealth Management, LLC
Thrivent Advisor Network, LLC
Perspective Financial Services LLC
State Registrations20 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.