Jacobs Wealth Management (JWM) offers portfolio management services tailored to individual client goals, including an automated investment program called Jacobs Intelligent Portfolios Program (IPP). JWM also provides pension consulting services and financial planning covering various aspects like retirement, college, and tax planning. JWM acts as a fiduciary, prioritizing client interests and seeking fair allocation of investment opportunities.
Assets Under Management$9.5M
Clients46
Advisors1
Avg. per Client$210K
Avg. per Advisor$9.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...