Jaskolka Financial offers investment management and financial planning services. As a fee-only firm, Jaskolka Financial is only compensated by clients for its services. Wealth management includes continuous advice on investing client funds based on individual needs. Jaskolka Financial primarily advises on stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, and cash equivalents. Clients grant Jaskolka Financial limited authority to buy and sell securities on a discretionary basis. At no additional fee, Jaskolka Financial also provides a financial plan.
Assets Under Management$15M
Clients28
Advisors1
Avg. per Client$520K
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.65% |
| $300K - $500K | 1.50% |
| $500K - $1000K | 1.35% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. Accounts of members of the same household may be aggregated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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