Jacobi Capital Management Fees & Minimum

Overview

Headquarters: Pittston, PA
Total Firm Assets: $2.6 billion
Average High-Net-Worth Client Portfolio Size: $1.9 million
Stated Minimum Account Size: $100,000

Fee Disclosure

Source: JACOBI FORM ADV 2A AND ADV 2A APPENDIX 1 (2026-10-23) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.50%
$1,000,001	$5,000,000	1.25%
$5,000,001	and above	1.00%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$15,000	1.50%
$5 million	$65,000	1.30%
$10 million	$115,000	1.15%
$50 million	$515,000	1.03%
$100 million	$1,015,000	1.02%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 76.11%
Number of High-Net-Worth Clients: 1,087
Total Client Accounts: 6,842
Discretionary Accounts: 6,773
Non-Discretionary Accounts: 69

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 147663

JACOBI FORM ADV 2A AND ADV 2A APPENDIX 1 (2026-10-23) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Jacobi Capital Management, LLC