Nathaniel Jacobs is a registered investment advisor at White Pine Financial LLC, based in Queen Creek, AZ, with 1 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 34 clients with $36M 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 $50K | 2.00% |
| $50K - $100K | 1.80% |
| $100K - $250K | 1.60% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Portfolio management fees are negotiable based upon factors including complexity of the client’s portfolio, client’s anticipated additional assets, and pre‐existing relationships.
Fee Estimator
Location
Queen Creek, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Nathaniel works as a software development engineer at Amazon, starting in May 2021. This is a full-time job, with a significant portion of the time occurring during securities trading hours.
Employment History
Current Registrations
White Pine Financial LLC
State Registrations1 state
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