Jaguar Investment Services provides ongoing investment advice and manages client portfolios based on their individual needs and goals. Jaguar specializes in managing investments using no-load mutual funds and exchange traded funds (ETFs). Jaguar does not sell mutual funds, ETFs, variable annuities, or variable life insurance, but will monitor the performance of variable annuities and variable life contracts and provide advisory services regarding these investments.
Assets Under Management$40M
Clients30
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$40M
Fee Structure
Investment management only (planning not offered)
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 may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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