Jacobson & Schmitt Advisors, LLC

Jacobson & Schmitt Advisors, LLC is a registered investment advisor established in June 2006, located in Middleton, WI. The firm offers investment management, retirement planning, and financial planning services to individuals, high net worth individuals, trusts, estates, retirement plans, and charitable organizations. They act as fiduciaries, upholding a duty of loyalty, fairness, and good faith towards each client. The firm believes in responsible investing, focusing on companies with strong returns and corporate social responsibility. For wealth management services, fees are based on a tiered schedule ranging from 0.50% to 1.25% of assets under management. Financial planning services are offered for an annual fee ranging from $5,000 to $50,000. Retirement plan advisory services fees range from 0.25% to 1.10% of assets under management. JSA does not charge performance-based fees and does not receive compensation for securities transactions. The firm's investment strategy involves global, all-cap equity portfolios diversified across industries and countries. They conduct fundamental analysis and invest in companies with high return potential and corporate social responsibility. JSA has a robust privacy policy to protect clients' personal information and maintains security measures to safeguard data. Clients have the right to limit sharing of personal information and can request a copy of the privacy policy annually.