Charles Jackson
Charles Jackson is a registered investment advisor at Jackson Money Management, Incorporated, based in Navarre, FL, with 30 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Different fee arrangements may be negotiated on a client-by-client basis. For accounts managed by a third-party advisor, Jackson Money Management bills an annual fee not exceeding 0.75%, and the third-party advisor bills separately, not exceeding 1.00%. The combined fee will not exceed 2.00%.
Fee Estimator
Location
Navarre, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Jackson Money Management, Incorporated
State Registrations4 states
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