Sandra Shotwell-Cain is a registered investment advisor at Jag Capital Management LLC, based in St. Louis, MO, with 36 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 964 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JAG Capital Management charges a maximum annual fee of 1.00% for equity and balanced accounts and 0.50% for fixed income accounts. The specific fee is determined on a client-by-client basis. A minimum annual fee of $5,000 per relationship applies. JAGCM may invest client assets in its own mutual fund, waiving its advisory fee on those assets but still receiving management fees from the fund.
Location
1610 Des Peres Rd, Ste 120, St. Louis, MO, 63131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jag Capital Management LLC
Previous Registrations
Jag Advisors
J.A. Glynn Investments, LLC.Broker
Christian Brothers Investment Services, INC.
Cbis Financial Services, INC.Broker
Mercantile Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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