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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 0.45% |
| $25K - $50K | 0.40% |
| $50K - $100K | 0.35% |
| $100K - $250K | 0.30% |
| $250K - $500K | 0.25% |
| $500K+ | 0.20% |
Fees are calculated based on assets under management, excluding holdings in cash, money market funds, and U.S. Treasury bills.