JACOBSON & SCHMITT ADVISORS, LLC

RIASEC RegisteredEst. 2006

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, SEC-registered investment adviser that has been operating since 2006. The firm is organized as an LLC and is owned by individuals. Its client mix spans high-net-worth individuals and families as well as institutional clients. Fees are charged as a percentage of assets under management and via fixed-fee arrangements depending on the engagement. The firm provides financial planning and discretionary portfolio management across individual, small business and institutional accounts, and it also offers pension consulting services. It does not present itself as an active ESG investor. Jacobson & Schmitt does not appear to operate as a capital allocator or sponsor pooled investment products; instead it implements client portfolios through third-party vehicles and managed accounts.