Jaston Capital provides investment advisory services to individuals and families, managing accounts with stocks, bonds, and exchange-traded funds. Jaston Capital tailors each account to the client's specific investment goals and risk tolerance. All accounts are managed on a discretionary basis, meaning Jaston Capital has the authority to make trades without asking first. Jaston Capital does not provide financial planning, accounting, or legal services.
Assets Under Management$1.1M
Clients9
Advisors1
Avg. per Client$120K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M+ | 0.60% |
The fees listed are for stock/balanced portfolios. Bond only portfolios have lower fees: 0.45% on the first $500,000, 0.40% on the next $500,000, 0.35% on the next $500,000, and 0.30% over $1,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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