Jackson Square Capital provides wealth management services, including financial planning and discretionary or non-discretionary investment portfolio management. The firm allocates client assets among various investments like individual stocks and bonds, mutual funds and ETFs, based on client needs and objectives. Jackson Square may use independent managers to manage client assets and monitors their performance. The firm also sponsors a wrap fee program.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fee generally varies between 0.50% - 1.50%, depending on the size and composition of a client’s portfolio and the type of services rendered. The Firm may negotiate a fee rate that differs from the range set forth above with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).