Jaeger Wealth Advisors is a registered investment advisor located in Salt Lake City, Utah, founded by Malik Samara. The firm offers comprehensive wealth management, which combines investment management and financial planning. Investment management services involve building and managing custom portfolios using stocks, bonds, mutual funds, exchange-traded funds, and independent third-party managers, with discretionary or non-discretionary trading authority. Financial planning is available on an ongoing basis across foundational, comprehensive, and advanced tiers, or as project-based engagements covering topics such as cash flow, retirement, taxes, estate planning, and business consulting. Additionally, Jaeger Wealth Advisors provides retirement plan consulting for employer-sponsored plans. The firm operates as a fee-only advisor, meaning compensation comes solely from direct client fees rather than commissions or product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50M+ | 0.55% |
Fees are negotiable. Subject to a $4,000 minimum annual fee. Combined fees with outside managers will not exceed 2%.