Jacob Ifshin
Jacob Ifshin is a registered investment advisor at Horizons Sustainable Financial Services, INC., based in Santa Fe, NM, with 1 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, Investment Management, Retirement Planning, Socially Responsible Investing, and 1 more. Their firm serves 310 clients with $150M 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 $200K | 1.25% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.97% |
| $2.0M - $3.0M | 0.89% |
| $3.0M - $5.0M | 0.81% |
| $5M+ | 0.81% |
Schedule shown is for Schwab Mutual Fund / ETF Portfolio. Schwab Fixed Income Only Portfolio has lower fees. Goldman Third-Party Investment Manager Portfolio has slightly lower fees than Schwab Mutual Fund / ETF Portfolio. Fees for assets above $5,000,000 are to be arranged separately. Manager fees (0% to 1.00%) may apply for third-party investment managers.
Fee Estimator
Location
535 Cerrillos Road, Suite A2, Santa Fe, NM, 87501
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 →Employment History
Current Registrations
Horizons Sustainable Financial Services, INC.
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.