Michael Brown is a CFP-designated registered investment advisor at Jacobsen Capital Management, based in Salt Lake City, UT, with 8 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 118 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jacobsen Capital Management charges an annual fee based on the value of your portfolio. The maximum annual fee is 2.00%. There is a $5,000 minimum annual management fee. Fees are charged monthly or quarterly, based on the value of your investments at the end of the previous month or quarter. The firm may negotiate fees.
Location
101 South 200 East, Suite 524, Salt Lake City, UT, 84111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael owns 51% of MTN Capital Investments, a holding company, since May 2024. He dedicates minimal time to this activity outside of securities trading hours.
Employment History
Current Registrations
Jacobsen Capital Management
State Registrations2 states
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