Jackie Simpson
Jackie Simpson is a registered investment advisor at Cw Securities, LLC, based in Knoxville, TN, with 23 years of industry experience. Jackie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 145 clients with $100M 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 | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000.
Fee Estimator
Location
8870 Cedar Springs Lane, Suite 208, Knoxville, TN, 37923
Get directionsHistory
Regulatory History (1)
Criminal
November 1997Other Business Activities
Jackie is a part-owner of Pinkstaff, Simpson & Headrick, PC (tax accounting), PSH Audit & Assurance Services, LLC (business audit), and Professional Payroll Services, LLC. Jackie also owns PSHH Financial Services and has partnerships in several commercial properties, dedicating minimal time to these ventures.
Employment History
Current Registrations
Cw Securities, LLC
Cw Securities, LLCBroker
Previous Registrations
Capital Investment Group, INC.Broker
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.