Jacobs Investment Management, LLC manages a private investment fund. The firm generally limits its investment advice to fixed income securities and equities, but may use other securities to diversify the portfolio. Investors in the fund do not have the ability to impose investment restrictions. When providing investment advice regarding retirement accounts, Jacobs Investment Management acts as a fiduciary.
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 Value | Annual Fee |
|---|---|
| Any | 0.50% |
Investors in the fund 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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