Jacobs Investment Management, LLC

Fee-Only (% of Portfolio)

Jacobs Investment Management manages a private investment fund for investors, focusing its investment strategy on equities and fixed income securities using fundamental analysis for long-term growth. Jacobs Investment Management is owned and operated by Ryan Michael Jacobs. The firm operates as a manager for pooled investment vehicles rather than providing direct, customized portfolio management or comprehensive financial planning for individual retail accounts. Investors in the fund pay an ongoing management fee based on the value of their portfolio, along with a performance-based fee tied to the fund's capital appreciation. Because Jacobs Investment Management manages a private fund, individual investors cannot impose custom restrictions on the portfolio or direct individual trading choices.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Investors also pay a 15% performance fee based on capital appreciation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Jacobs Investment Management, LLC - Fees, AUM & Advisors | TrueAdvisor