Jag Capital Management LLC

Assets Under Management

$1.7B

Number of Clients

964

Number of Advisors

12

Average Client AUM

$1.8M

AUM per Advisor

$141.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

JAG Capital Management provides discretionary asset management and related services to institutions and individuals. They also offer financial planning and consulting services covering retirement, estate, tax, insurance, and business planning. They manage U.S. equity and fixed income portfolios and customize portfolios to meet client needs.

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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Location

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

12 Advisors at this firm