David Patritti is a registered investment advisor at Jag Capital Management LLC, based in St. Louis, MO, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 964 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JAG Capital Management charges a maximum annual fee of 1.00% for equity and balanced accounts and 0.50% for fixed income accounts. The specific fee is determined on a client-by-client basis. A minimum annual fee of $5,000 per relationship applies. JAGCM may invest client assets in its own mutual fund, waiving its advisory fee on those assets but still receiving management fees from the fund.
Location
1610 Des Peres Rd, Ste 120, St. Louis, MO, 63131
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2003Employment History
Current Registrations
Jag Capital Management LLC
Previous Registrations
J.A. Glynn Investments, LLC.Broker
Jag Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.