Jacobson & Schmitt Advisors, LLC
8333 Greenway Blvd Ste 330
Middleton, WI 53562
6086627500
About Jacobson & Schmitt Advisors, LLC
We are a Fee-Only wealth management firm for investors who want their money to help fulfill their mission in life. Our goal is to optimize your wealth to create the most impact possible on you, your loved ones, and the causes you care about.
As fiduciaries, we are required by the Securities and Exchange Commission (SEC) to act in our clients' best interest 100% of the time. This separates us from other brokers and advisors not registered as Registered Investment Advisors (RIA).
Everyone at our firm is united in a goal to change the status quo of our industry by providing purpose-driven financial guidance. We live and breathe commitment to the overall well-being of our clients and obsessively seek ways to provide the highest value possible to every aspect of their lives.
Discover what our clients have to say about their experiences with Jacobson & Schmitt Advisors by clicking the Indyfin Green Star Rating listed above.
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General Information
Firm Start Year
2006
No. of Employees
10-19
Firm CRD#
140431
Name of Broker/Dealer
Charles Schwab
Name of Custodial Firm
Charles Schwab
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs
Advisory Services Provided
Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CFA®, EA, CPWA®
Securities Licenses
Series 65
Firm Information
Firm's Number of Clients
375
Firm's Number of Planning Clients
350
Firm's Number of Managed Clients
375
Assets Managed by Firm
450,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
No Minumum
Compensation Methods
Based on Assets, Flat Fee
Additional Details on Charges
At JSA, we are fee-only advisors, meaning only clients (you) pay us. We DON'T sell any products and DON'T earn commissions from selling mutual funds, annuities, or other investment products.
Understanding that MOST people don't understand what they are currently paying, we help all prospective clients better understand their current fees before moving forward with our firm. In many cases, we can offer substantial savings and a higher level of services.
Our fees are either: A quarterly fee based on the investments we manage (in most cases), or a A flat-rate retainer fee based on your net worth and income
For example, if we manage investments for you, our fee will be: Less than $500,000.00 the fee is 1.25% annually Between $500,001 and $1,000,000 the fee is 1.00% annually Between $1,000,001 and $5,000,000 the fee is 0.75% annually Over $5,000,000 the fee is 0.50% annually
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest. A full set of disclosures can be found here for Jacobson & Schmitt Advisors, LLC : https://jandsadvisors.com/disclosures/
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1891733/rothira-Jacobson-&-Schmitt-Advisors,-LLC-detailed-disclosure.html
Disclaimer
This information is for your private and confidential use only and is not intended for broad usage or dissemination./ This report is for the purpose of presenting the performance of your accounts and investments only and is not intended to be relied upon as a forecast, research, or investment advice. Although this material is based upon information the advisor considers reliable and endeavors to keep current, the advisor does not assure that this material is accurate, current or complete, and it should not be relied upon as such./ No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. / All investments include a risk of loss that clients should be prepared to bear. The principal risks of the advisors investment services are disclosed in the publicly available Form ADV Part 2A. Jacobson & Schmitt Advisors LLC ("JSA ) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where JSA and its representatives are properly licensed or exempt from licensure./ If you have any questions, please contact us at /608-662-7500.