Jordan Schwartz is a registered investment advisor at Jasmijn Capital Management, LLC, based in Highland, UT, with 4 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 267 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jasmijn Capital Management manages investment portfolios through its Advisor Managed Portfolios program. The fee is calculated quarterly based on the average daily value of your account. The fee will not exceed 3% annually.
The maximum annual fees are:
- Up to $750,000: Up to 1.95%
- $750,001 to $1,250,000: Up to 1.75%
- $1,250,001 to $2,000,000: Up to 1.50%
- $2,000,001 to $25,000,000: Up to 1.25%
- Over $25,000,001: Up to 0.80%
For non-discretionary accounts, the firm charges a flat fee of up to 1.8% of assets under management.
Location
5917 W 10925 N, Highland, UT, 84003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Jasmijn Capital Management, LLC
Previous Registrations
Agilis Wealth Management,llc
Agilis Wealth Management,llc
Agile Capital Management, LLC. (DBA Personal Benefit Services)
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.