Jacobsen Capital Management provides personalized investment management and financial planning services for individuals, high-net-worth families, trusts, and businesses. The firm builds portfolios primarily using stocks, bonds, mutual funds, exchange-traded funds, and occasionally alternative investments, tailoring strategies to each client's specific financial goals, risk tolerance, and time horizon. Jacobsen Capital Management operates on a legally required standard to act in your best interest. In addition to managing portfolios directly, the firm offers programs utilizing third-party managers and provides comprehensive standalone financial planning covering retirement, taxes, insurance, and estate planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%. Fees are negotiable. Subject to a $5,000 minimum annual management fee.