Jacob Baucco is a registered investment advisor at Capital Advisors, LTD., LLC, based in Shaker Heights, OH, with 2 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 1,045 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Capital Advisors' annual investment advisory fees vary (up to 1.25% of the total assets placed under Capital Advisors’ management/advisement). Fees are negotiable and may vary based on several factors.
Fee Estimator
Location
1115 Tower East, 20600 Chagrin Boulevard, Shaker Heights, OH, 44122
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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 Activities
Jacob works as an Investment Associate at Capital Advisors, Ltd., focusing on portfolio allocation and investment reports. This is a full-time role.
Employment History
Current Registrations
Capital Advisors, LTD., LLC
Lincoln Investment
Lincoln InvestmentBroker
State Registrations1 state
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.