Dean Jackson
Dean Jackson is a registered investment advisor at Cresset Asset Management, LLC, based in Chicago, IL, with 31 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 4,631 clients with $72B 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 $5.0M | 1.25% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50M+ | 0.70% |
Also offers a "Waterfall Fee" schedule: $5M-$10M: 0.90%, $10M-$25M: 0.80%, $25M-$50M: 0.70%, $50M+: 0.60%. Minimum fee is the lesser of $25,000 or 2.00% of managed assets. Fees may be negotiable.
Fee Estimator
Location
444 W. Lake Street, Suite 4700, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1999Other Business Activities
Dean is a member of Kenobi32, LLC, created in 2015 to facilitate a seed private investment in a startup company, requiring minimal time. He also acts as a trustee for a client's trust account.
Employment History
Current Registrations
Cresset Asset Management, LLC
Previous Registrations
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Constellation Wealth Advisors LLCBroker
Constellation Wealth Advisors LLC
Exos Advisors, LLC
Exos Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Olde Discount CorporationBroker
State Registrations2 states
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.