CO
CFA
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
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Jag Capital Management LLC
July 2023 - Present · 2 yrs 6 mos
Previous Registrations
Moneta Group Investment Advisors, LLC
August 2019 - July 2023 · 3 yrs 11 mos
Wells Fargo Clearing Services, LLC Broker
May 2017 - July 2019 · 2 yrs 2 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.