Jazurek & Co, LLC provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and financial situation. They create an Investment Policy Statement for each client to guide investment decisions. Jazurek primarily invests in equities but may also use other securities like ETFs, options, and bonds for diversification and return.
Assets Under Management$260K
Clients22
AdvisorsN/A
Avg. per Client$12K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable. Fees may be reduced for families or friends. Fees may also be waived for employees and families.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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