Linda Jackson
Linda Jackson is a registered investment advisor at Sueing Investments, LLC, based in Dallas, TX, with 23 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 20 clients with $12M 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 $100K | 1.25% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1M+ | 1.00% |
Accounts that retain balances below $100,000 of assets under management, could incur fees that are in excess of industry standards and that similar advisory services could provide for less. Clients with assets of less than $100,000 will be charged assets under management fee of 1.25% per year, in addition to the fixed fee. Fees may be negotiable.
Fee Estimator
Location
2626 Avenue Suite 300, Dallas, TX, 75204
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2006Customer Dispute
January 2005Customer Dispute
January 2005Other Business ActivitiesSells Insurance
Linda is involved in traditional insurance sales, dedicating about 10-20% of her time. She also has 100% ownership of DBA-Sueing Investments, LLC, and spends all of her time on that activity.
Employment History
Current Registrations
Sueing Investments, LLC
Previous Registrations
Next Financial Group, INC.
Waddell & Reed, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.