William Jackson is a CFP-designated registered investment advisor at Cahaba Wealth Management, INC., based in Nashville, TN, with 10 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 892 clients with $2.1B 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 | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Family members living in the same household may have their accounts combined to calculate breakpoint discounts. Fees may be negotiated or excepted at the firm's discretion.
Fee Estimator
Location
1222 Demonbreun Street, Suite 1635, Nashville, TN, 37203
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
William is a passive investment partner in Black Dog, LLC, a restaurant/bar/retail alcohol sales business, spending minimal time. He is also a partner in Serendipity Land, LLC and Artist Clarity, Inc., spending minimal to no time on these activities.
Employment History
Current Registrations
Cahaba Wealth Management, INC.
State Registrations3 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.
Exams
More Advisors
- Donald Keeney, CFA, CFPCahaba Wealth Management, INC.
- Charles Laws, CFPCahaba Wealth Management, INC.
- Brian O'neill, CFPCahaba Wealth Management, INC.
- Mauricio Resendiz, CFA, CFPFielder Capital Group LLC
- Tyler Beaudoin, CFPDirigo Private Wealth
- Tavis Mccourt, CFARaymond James & Associates, INC.