Jacobs & Company offers investment advice and management for individuals, corporations, trusts, and other entities. They consider each client's risk tolerance, income needs, growth goals, and other factors when selecting investment strategies. Jacobs & Company provides investment supervisory services through consultations.
Assets Under Management$29M
Clients21
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Jacobs & Company charges an annual fee based on the market value of your investments, calculated quarterly. The fee varies depending on the type of account (fixed income, equity/balanced, or cash equivalent) and the amount invested.
For equity and balanced accounts, the fees are:
- 1.50% on the first $2,500,000
- 1.25% on the next $2,500,000
- 1.00% on the next $5,000,000
- 0.75% on amounts over $10,000,000
For fixed income accounts, the fees are:
- 1.00% on the first $2,500,000
- 0.80% on the next $2,500,000
- 0.60% on the next $5,000,000
- 0.50% on amounts over $10,000,000
For cash equivalent accounts, the fees are:
- 0.25% on the first $5,000,000
- 0.20% on the next $20,000,000
- 0.15% on amounts over $25,000,000
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