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Home > Retirement Planners > wisconsin > middleton > JACOBSON & SCHMITT ADVISORS, LLC
JACOBSON & SCHMITT ADVISORS, LLC
8333 Greenway Blvd
Suite 330
Middleton, Wisconsin 53562
Tel: (608) 662-7500
About JACOBSON & SCHMITT ADVISORS, LLC
JACOBSON & SCHMITT ADVISORS, LLC, formally registered with the SEC as JACOBSON & SCHMITT ADVISORS, LLC. The firm was established in 05/25/2006. They have over 2 offices throughout the country.
JACOBSON & SCHMITT ADVISORS, LLC is a Middleton, Wisconsin based Financial Planning firm with nearly $364,350,203 assets under management, offering retirement planning & investment advisory services to 985 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140431 |
| SEC# | 801-66735 |
| Assets Managed by Firm | $364,350,203 |
| No. of Clients | 985 |
| No. of Advisors | 12 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 985 | $364,350,203 |
| Individuals (other than high net worth individuals) | 226 | $69,198,942 |
| High net worth individuals | 116 | $274,171,560 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,380,601 |
| Charitable organizations | 12 | $16,441,082 |
| Corporations or other businesses | 5 | $2,158,018 |
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|---|---|---|---|
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