Jaguar Investment Services is a registered investment advisor based in Arizona that has been in business since 1987. The firm specializes in mutual fund and exchange-traded fund investment management, using no-load mutual funds and personalized investment strategies. Jaguar Investment Services works with individuals, high-net-worth individuals, corporations, trusts, and estates to build portfolios tailored to each client's specific goals, risk tolerance, and time horizon. Portfolios are managed on a discretionary basis, meaning the firm makes trades on the client's behalf without needing prior approval for each transaction. In addition to portfolio management, the firm monitors variable annuities and variable life contracts. The firm does not sell financial products like mutual funds or annuities, avoiding product commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 2.90% |
| $150K - $250K | 2.50% |
| $250K - $350K | 2.25% |
| $350K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3.0M - $4.0M | 1.00% |
| $4M+ | 0.85% |
Fees are negotiable on a client-by-client basis.