Advisor at Portside Wealth Group, LLC
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.
Firm
Portside Wealth Group, LLC
Location
Provo, UT 84604
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
16 years
Jacob Rust is a financial advisor at Portside Wealth Group, LLC in Provo, UT, holding the CFP® and ChFC® designations with 16 years of industry experience. His prior roles include positions at Concorde Investment Services, DFPG Investments, Townsquare Capital, and Northwestern Mutual. Outside of his advisory work, he owns and manages Freewater Rare Coin Co, a retail business specializing in buying and selling coins, gold, silver, and paper money. Portside Wealth Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management and financial planning. The firm uses model portfolios, sub-advisers, and third-party money managers, primarily recommending ETFs, equities, and mutual funds, and is notable for having associated professionals licensed as CPAs and attorneys who provide optional separate services.
Based on Portside Wealth Group, LLC
Based on Portside Wealth Group, LLC
Project fees for financial planning range from $100 to $10,000 depending on complexity; general consulting available at an annual flat rate, negotiable.
0% to 2% annually (negotiable, varies by account size, services, and complexity)
Certain advisory persons are registered representatives and insurance agents and receive commissions separately from advisory fees.
$150 to $350 per hour for financial planning services, negotiable.
Fee-only: Portfolio management fees are fee-only (no commissions) but some associated persons receive commissions separately for insurance and securities sales.
3507 N University Ave, Suite 150
Provo, UT 84604
Texas · Utah
Concorde Investment Services, LLC
2023 - Present (3 years)
Portside Wealth Group
2023 - Present (3 years)
DFPG investments, LLC
2021 - 2023 (2 years)
Townsquare Capital LLC
2019 - 2023 (4 years)
Northwestern Mutual Wealth Management Company
2016 - 2019 (3 years)
Northwestern Mutual investment Services LLC
2009 - 2019 (10 years)
Northwestern mutual life insurance company
2008 - 2019 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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