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They include 72 high-net-worth individuals, 43 individual clients and 3 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Jacobsen Capital Management offer?","answer":"Jacobsen Capital Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Jacobsen Capital Management charge?","answer":"Jacobsen Capital Management charges up to 2.00% a year for its Investment Management Fee. The fee is billed in arrears, is negotiable and has a $5,000 annual minimum.","source":"2A BROCHURE, filed 17 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Jacobsen Capital Management use?","answer":"Jacobsen Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $562M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Jacobsen Capital Management have?","answer":"Jacobsen Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Jacobsen Capital Management invest in?","answer":"At the end of its last fiscal year, Jacobsen Capital Management’s separately managed accounts held 60% exchange-traded equities, 12% state and local bonds, 11% cash and equivalents, 8% other, 3% pooled vehicles (private funds and similar), 2% U.S. government and agency bonds, 2% investment grade corporate bonds and 2% registered funds (mutual funds, ETFs, BDCs). The 8% other category is described as: 529.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Jacobsen Capital Management?","answer":"Jacobsen Capital Management’s direct owners are Eric Jacobsen (50% to 75%) and Amy Jacobsen (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 17 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Jacobsen Capital Management get paid?","answer":"Jacobsen Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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