Gail Hoffman-Jackson
Gail Hoffman-Jackson is a CFP-designated registered investment advisor at Brian Low Financial Group, LLC, based in Baton Rouge, LA, with 31 years of industry experience. Gail operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 809 clients with $180M 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 $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.75% |
Fees may be negotiable. Concentrated stock positions may be excluded from the fee calculation.
Fee Estimator
Location
4463 Bluebonnet Boulevard, Suite B, Baton Rouge, LA, 70809
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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
Brian Low Financial Group, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Raymond James Financial Services, INC.Broker
Metlife Securities INC.
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
American General Securities IncorporatedBroker
The Stuart-James Company, INC.Broker
State Registrations1 state
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