David Joseph Patritti

Jag Capital Management LLC

31 Years of Experience

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Firm Information

Jag Capital Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

12 advisors

Number of Clients

964 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Minimum Annual Fee:$5,000

JAG Capital Management charges a maximum annual fee of 1.00% for equity and balanced accounts and 0.50% for fixed income accounts. A minimum annual fee of $5,000 applies per relationship. Fees are negotiable and may vary based on client circumstances. Discounted fees are offered to certain family members and friends of persons associated with the Firm.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching

Advisor Information

Office location

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

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Regulatory History (1)

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