Jacobsen Capital Management manages portfolios for individuals, high-net-worth individuals and families, trusts, and corporations. They offer investment management, financial planning covering areas like retirement and insurance, and consulting services. Jacobsen Capital primarily invests in equities, fixed income, mutual funds, and exchange-traded funds. The firm requires a minimum account size of $500,000, but may accept smaller accounts at their discretion.
Fee Structure
Jacobsen Capital Management charges an annual fee based on the value of your portfolio. The maximum annual fee is 2.00%. There is a $5,000 minimum annual management fee. Fees are charged monthly or quarterly, based on the value of your investments at the end of the previous month or quarter. The firm may negotiate fees.