Jacob Larue
Advisor at Savvy
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Fee options
Financial planning and consulting services billed on a negotiable flat annual fee basis, assessed quarterly
$0+: Negotiable, typically 0.3% - 1.9% annually based on account size and complexity N/A - N/A: For fees based on net worth, negotiable, typically 0.1% - 0.4%, billed quarterly in advance
Some associated persons are registered representatives earning commissions from unaffiliated broker/dealers for securities and insurance products, separate from advisory fees
Account minimum: $500,000 minimum, negotiable at advisor's discretion Minimum fee: Advisors may implement a minimum account fee for accounts below $500,000 minimum, details vary by advisor Fee-only: Investment management fees and consulting fees; no commissions charged by Savvy Advisors themselves
Work history
Savvy
2025 - Present (1 year)
Focus Financial
2019 - 2025 (6 years)
Osaic Wealth, Inc.
2018 - 2025 (7 years)
Focus Financial
2016 - 2025 (9 years)
Student and Unemployed
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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