Jacobi Capital Management (JCM) offers investment advice and financial planning to individuals, retirement plans, and businesses. JCM provides advice on asset allocation and investment selection, using fundamental security analysis. They also offer financial planning services covering retirement, estate, tax, and college planning. JCM manages accounts individually, considering each client's risk profile and financial status.
Assets Under Management$2.2B
Clients2,853
Advisors30
Avg. per Client$770K
Avg. per Advisor$73M
Fee Structure
Minimum Investment:$100K
Jacobi Capital Management's investment advisory services are offered for an annual fee based on a percentage of the assets they manage. The annual fee is negotiable.
The fees are:
- $100,000 to $1,000,000: Fees up to 1.5% per year
- $1,000,001 to $5,000,000: Fees up to 1.25% per year
- Over $5,000,000: Fees up to 1.00% per year
Loading...
Location
30 Advisors at this firm
Page 1 of 2