Jasmijn Capital Management offers investment advisory services to individuals and other clients. The firm manages investment portfolios through its Advisor Managed Portfolios program, using asset allocation planning software and execution, clearing, and custodial services through Axos Advisor Services. Portfolios may include mutual funds, exchange traded funds, equities, options, and debt securities, tailored to individual client needs and goals. Clients can place reasonable restrictions on investments.
Fee Structure
Jasmijn Capital Management manages investment portfolios through its Advisor Managed Portfolios program. The fee is calculated quarterly based on the average daily value of your account. The fee will not exceed 3% annually.
The maximum annual fees are:
- Up to $750,000: Up to 1.95%
- $750,001 to $1,250,000: Up to 1.75%
- $1,250,001 to $2,000,000: Up to 1.50%
- $2,000,001 to $25,000,000: Up to 1.25%
- Over $25,000,001: Up to 0.80%
For non-discretionary accounts, the firm charges a flat fee of up to 1.8% of assets under management.