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