Paul Jackson is a CFA-designated registered investment advisor at Lifestyle Asset Management, INC., based in Friendswood, TX, with 29 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 928 clients with $570M 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 $250K | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.45% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $4.0M | 0.95% |
| $4.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are linear, meaning the applicable rate applies to the entire household balance. Fees are negotiable depending on individual circumstances.
Fee Estimator
Location
211 West Edgewood, Suite 300, Friendswood, TX, 77546
Get directionsHistory
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 →Other Business Activities
Paul is an investment committee member at Lifestyle Financial Advisors, Inc. He spends minimal time on this activity.
Employment History
Current Registrations
Lifestyle Asset Management, INC.
Previous Registrations
Sowell Management Services
First Advisors, INC.
Shieldadvisors CORP.
Ffp Advisory Services INC
Aegis Asset Management 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.
Exams
More Advisors
- Aaron Daniel, CFPEdward Jones
- Antonio Flores, CFPStrategic Advisers LLC
- Lester Butler, ChFCLPL Financial LLC
- James Munchbach, CFP, ChFCBayrock Financial, L.L.C.
- John Westerman, CFPCommonwealth Financial Network
- Jamie Staggs, CFP