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Dean, Jacobson Financial Services
Fort Worth, Texas
5.0
1 Review
Dean, Jacobson Financial Services is a prominent investment advisory firm based in Fort Worth, Texas. With over 230 individual clients and a staggering $347,639,000 in assets under management, the firm has established itself as a trusted partner in the financial industry. Offering a comprehensive range of services, Dean, Jacobson Financial Services caters to both individual and employer accounts.
While the firm's assets under management consist of less than 30% from 401K and individual accounts, they possess the expertise and capability to effectively handle employer funds. Notably, all of the assets managed by the firm are discr...see more
Assets Under Mgmt
$347.64M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Reviews for Dean, Jacobson Financial Services
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