JAG Capital Management provides portfolio management services to individuals, families, and institutional clients. The firm builds customized investment portfolios using active strategies focused on U.S. large-cap growth stocks and fixed-income securities like corporate and government bonds. JAG Capital Management also offers socially responsible investing options, allowing clients to align their portfolios with specific values. In addition to managing accounts directly, the firm provides model-based investment strategies to other financial platforms and acts as the investment adviser for a mutual fund.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.00% for equity and balanced accounts, and 0.50% for fixed-income accounts. Subject to a minimum annual fee of $5,000 per relationship. Fees are negotiable.