Steven R Jakowchik offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. Financial planning services include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Steven R Jakowchik does not limit its investment advice to specific types of investments.
Assets Under Management$25M
Clients35
Advisors1
Avg. per Client$710K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.65% |
| $2.5M - $5.0M | 0.55% |
| $5M+ | 0.55% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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