Advisor at Saratoga Research & Investment Management
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Firm
Saratoga Research & Investment Management
Location
Ponte Vedra, FL
Credentials
Series 65
Industry experience
9 years
Tracey Devine is a financial advisor at Saratoga Research & Investment Management with nine years of industry experience. She holds a Series 65 designation and previously worked at SunTrust Advisory Services and SunTrust Bank. Saratoga Research & Investment Management offers discretionary portfolio management to individuals, including high-net-worth clients, and a variety of institutional clients. The firm employs a long-only, concentrated large-cap equity strategy using quantitative and qualitative analysis, managing approximately $2.5 billion across about 2,800 clients.
Based on Saratoga Research & Investment Management
Based on Saratoga Research & Investment Management
$0+: 0.75% annually for Equity - Quality strategy $0+: 1.00% annually for Equity - Focus strategy $0+: 0.75% annually for Strategic Income $0+: 0.50% annually for Active Fixed Income $0+: 0.25% annually for Passive Fixed Income $0 - $100 million: 0.20% annually for Port Street Quality Growth Fund sub-advisory fee $100 million - $500 million: 0.30% annually for Port Street Quality Growth Fund sub-advisory fee $500 million+: 0.35% annually for Port Street Quality Growth Fund sub-advisory fee
Account minimum: $100,000 Fee-only: Annual advisory fees between 0.25% and 1.00% depending on strategy; fees may be negotiable; no separate financial planning fees charged.
Ponte Vedra, FL
California · Florida
Saratoga Research & Investment Management
2022 - Present (4 years)
SunTrust Advisory Services
2016 - 2022 (6 years)
SunTrust Bank
2014 - 2022 (8 years)
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Verified by Warmer
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As a financial advisor, Jacob's philosophy is rooted in building lasting relationships based on trust, integrity, and personalized service. Taking a holistic approach to financial planning, Jacob understands each client has unique goals and circumstances. This provides the opportunity to create tailored solutions that align with clients' long-term objectives. Jacob's commitment is to serve as a dedicated partner in clients' financial journeys, working tirelessly towards their prosperity and peace of mind. He has worked at Fifth Third Bank and Fifth Third Securities since 2024, with prior roles at Cetera Investment Advisors LLC and Regions Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.
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