Jacobson & Schmitt Advisors (JSA) provides investment management, retirement planning, and financial planning services. JSA acts as a legal fiduciary, prioritizing client interests and mitigating conflicts. JSA invests in companies with high return potential and corporate social responsibility. JSA creates customized financial plans, manages investments, and offers advice tailored to individual client goals.
Assets Under Management$680M
Clients462
Advisors12
Avg. per Client$1.5M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$25K
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
