AV

Alan Donald Vogt

52 Years of Experience

Firm Information

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.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
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Advisor Information

Office location

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

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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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Other Business Activities

Alan is a minority shareholder in J.A. Glynn & Co., the parent company of JAG Capital Management, LLC. He dedicates minimal time to this business.

Employment History
Current Registrations
Jag Capital Management LLC
September 2020 - Present · 5 yrs 4 mos
Previous Registrations
J.A. Glynn Investments, LLC.Broker
August 1990 - March 2021 · 30 yrs 7 mos
The Heitner CorporationBroker
May 1985 - July 1990 · 5 yrs 2 mos
Stifel, Nicolaus & Company, Incorporated Broker
August 1973 - May 1985 · 11 yrs 9 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.