Jackalope Capital offers investment advisory services, including customized investment management and financial planning. They work with individuals, high-net-worth individuals, families, trusts, estates, businesses, and charities. Jackalope Capital takes the time to understand each client's financial situation, goals, and risk tolerance to create a financial plan and investment portfolio tailored to their needs. They monitor and rebalance portfolios as needed.
Assets Under Management$5.5M
Clients2
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$5.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 1.00% |
| $100M+ | 1.00% |
Fees are negotiable. The fee above $100,000,000 is not to exceed 1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...