Jadwin Asset Management provides investment management services, allocating client assets among individual stocks and bonds, fixed income securities, and exchange-traded funds (ETFs). They may also advise on legacy positions and investments held in variable life insurance, annuity contracts, and employer-sponsored retirement plans. Jadwin requires clients to notify them of any changes in their financial situation or investment objectives.
Fee Structure
Jadwin Asset Management charges an annual fee based on the value of your portfolio. This fee typically ranges from 0.70% to 1.00% per year, depending on the size and composition of your portfolio and the services provided. The fee is calculated monthly, in advance, based on the market value of your investments on the last day of the previous month. The firm may negotiate a different fee for certain client holdings, such as assets held away at other institutions or alternative investments.