Jarombek Capital LLC

Fee-Only (% of Portfolio)

Jarombek Capital LLC offers investment advisory services to individuals, including portfolio management, asset allocation, and investment guidance. The firm uses a long-term, buy-and-hold investment approach, focusing on low turnover and careful asset selection to meet each client's financial goals and risk tolerance.

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

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25K0.45%
$25K - $50K0.40%
$50K - $100K0.35%
$100K - $250K0.30%
$250K - $500K0.25%
$500K+0.20%

Fees are calculated based on assets under management, excluding holdings in cash, money market funds, and U.S. Treasury bills.

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

1 Advisors at this firm