Robert
Jacobsen
Assabet Advisors, LLC
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About this Advisor
Robert Jacobsen is a certified financial planner operating out of Holden, Massachusetts who has 9 years of relevant experience. Jacobsen currently works for Assabet Advisors, LLC. During their career, the advisor has held roles at Assabet Advisors, LLC and Cambridge Associates, LLC. Jacobsen maintains a Series 65 license, designating them as an investment advisor representative, and is approved to operate in Massachusetts and Texas. Assabet Advisors, LLC is a registered investment business that has its headquarters in Holden, MA. It oversees $126 million in assets between its 193 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 193 client accounts, 56% are associated with high-net-worth individuals who have more than $1 million in investable assets. The firm provides a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees largely are based on the financial services offered. Fee types billed by Assabet Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Assabet Advisors, LLC Brokerage Details
$126,155,317
2
193
$653,654
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Robert Jacobsen Work History
Robert has been registered as a financial advisor for 9 years.*
Assabet Advisors, LLC
Cambridge Associates, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Jacobsen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Assabet Advisors, LLC
Holden, MA
Holden, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
