TrueAdvisor
TrueAdvisor
RB
RB

Robert Michael Berger

Jag Capital Management LLC
21 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Jag Capital Management LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
964 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$100K
Minimum Annual Fee:$5,000

Location

1610 Des Peres Rd, Ste 120, St. Louis, MO, 63131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Jag Capital Management LLC
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
J.A. Glynn Investments, LLC.Broker
April 2004 - March 2021 · 16 yrs 11 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.