Jacobs, Alan, Martin (Westlake Village)

Jacobs, Alan, Martin provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jacobs, Alan, Martin: assets under management

The assets under management (AUM) of Jacobs, Alan, Martin is $19.47 million. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.14 million in discretionary accounts and $11.33 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $84.79 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $116.77 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jacobs, Alan, Martin for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Westlake Village

The principal office where Jacobs, Alan, Martin performs its advisory services is located at 3717 East Thousand Oaks Blvd.,, Westlake Village, CA 91362, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 805-413-1144 or by fax 805-413-1145. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.cambridgewealth.com.

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