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Jacobi Capital Management, Llc
Pittston, Pennsylvania
5.0
1 Review
Jacobi Capital Management, LLC, headquartered in Pittston, PA, is a distinguished local investment advisory firm with three offices strategically located to serve their clients. With a team of 24 dedicated professionals, Jacobi Capital Management provides comprehensive investment advisory services to a diverse clientele.
Drawing from their extensive expertise, Jacobi Capital Management effectively manages approximately $59,490,000 in assets per investment advisor, a figure that aligns with the industry average. Their compensation structure encompasses various approaches, including a percentage of assets under management, hourly c...see more
Assets Under Mgmt
$1.43B
Investment Professionals
24
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Reviews for Jacobi Capital Management, Llc
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