Jacobus Wealth Management Inc.
Jacobus Wealth Management Inc. (CRD# 106777) is a financial advisory firm headquartered in Milwaukee, WI. They manage $788,195,794 in 1,130 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Jacobus Wealth Management Inc.
By the Numbers
-
Total Assets Under Management788MILLION
-
Total Number of Accounts1,130ACCOUNTS
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Average Account Value$697,518
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, FL, IL, MN, WI
Financial Advisors at Jacobus Wealth Management Inc.
No Advisor Found.
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