Jacobs & Company offers investment management services on a discretionary basis, including financial goal setting, risk assessment, and asset allocation. They work with clients to determine suitable investment strategies based on their objectives and financial circumstances. Jacobs & Company also provides financial planning services to its investment management clients upon request, covering areas like retirement, education, and estate planning. They use a sub-advisor, Breckinridge Capital Advisors, for bond management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiated on a case-by-case basis. Clients with bond portfolios may also pay a sub-advisor management fee to Breckinridge Capital Advisors, expected to be approximately 0.17% (range of 0.15%-0.20%) of the bond assets.