Jacobs & Company, LLC

Jacobs & Company, LLC is a registered investment advisor established in 1976, with principal owners Matt D. Jacobson and Thomas W. Newmeyer. The firm specializes in providing investment management services on a discretionary basis, including financial goal setting, risk assessment, asset allocation, and securities selection. Clients are required to place a minimum of $2.5 million under management, which may be waived at the firm's discretion. The firm offers financial planning services covering various areas such as retirement planning, education funding, and estate planning. Jacobs & Company acts as a fiduciary, obligated to act in the best interest of clients. Clients may terminate the agreement at any time with no fees, except for fees earned up to the termination date. The firm charges an annual fee based on a percentage of assets under management, billed every three months. Jacobs & Company does not accept third-party compensation and believes its fees are competitive. The firm's investment strategy focuses on high-quality equities and fixed-income issues, with a long-term investment approach. Clients have full investment discretion, granting the firm authority over trading and investment decisions. The firm does not have a disciplinary history and does not vote on client securities. Jacobs & Company does not maintain physical custody of client assets, which are held by a qualified custodian. The firm does not participate in soft dollar arrangements and provides periodic reviews of client accounts.