Jacobson & Schmitt Advisors, LLC

RIASEC Registered

Total AUM

$676M

Discretionary

$676M

100% of AUM

Avg account

$524K

Accounts

1,292

Employees

Advisory reps

Firm details

Headquarters: Middleton, Wisconsin
CRD number: 140431
Registered since: May 25, 2006
Website: jandsadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI67.25%
Individuals20.92%
Charitable Organizations10.05%
Corporations / Businesses1.16%
Pension & Profit Sharing Plans0.63%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Jacobson & Schmitt Advisors, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2006) and is owned by an individual. Its client base spans high-net-worth individuals and families as well as institutional clients. Fee arrangements include asset-based (percentage of AUM) and fixed-fee engagements. Primary advisory services listed by the firm are financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm does not describe itself as an active ESG investor and is not classified as a capital allocator.