Jefferson Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$10,400,839
Clients
20
Advisors
1
of 1 employees
About
Jefferson Asset Management provides discretionary investment management primarily for individual and retirement accounts and also reports serving a broad array of institutional client types, including banks, trusts, investment companies, charitable organizations, corporations, and pension plans. The firm manages only discretionary accounts and reports just over $10 million in discretionary assets under management.
The firm uses both fundamental and technical analysis and generally pursues long-term holdings while reviewing accounts on a weekly basis and conducting formal portfolio reviews monthly, with custodial statements delivered quarterly. With client approval it may employ margin, and it executes trades through the advisory platforms of Charles Schwab and Interactive Brokers.
Compared with similarly small independent advisors, the firm is atypical in that it does not function strictly as a solo practitioner: the principal devotes roughly 75% of time to advisory services and spends the remainder overseeing other business ventures, and the firm’s client base is broader than is typical for a single-advisor practice. The brochure also discloses that the firm will not accept proxy-voting authority, that the advisor trades personally in securities also recommended to clients, and that it receives no compensation from its chosen custodians.
Client services
Expertise
Fee options
$100,001 - $250,000: 1.375% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.125% $1,000,001+: 1.0%
Account minimum: $100,000 Fee-only: Management fees are solely based on advisory fees charged to clients, no other fees or expenses.
Main office
Crystal City MO
Advisors at this office
1
Most active in
Missouri
Also doing business as
Jefferson Asset Management · Jefferson Capital, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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