Eric Jackson is a CFP, ChFC, PFS-designated registered investment advisor at Best Life Infinity, LLC, based in Colorado Springs, CO, with 17 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 88 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Best Life Infinity (BLI) charges a percentage of your portfolio for investment management. The fees range from 0.375% to 2% when using third-party money managers. You will also pay the third-party money manager's fees. BLI bills quarterly in advance, and fees are prorated for deposits or withdrawals greater than $10,000. BLI also offers third-party portfolio models, some of which have additional fees. BLI can also charge a flat fee for management of assets, not to exceed $24,000 annually, billed quarterly in advance.
Location
1755 Telestar Dr., Ste. 300, Colorado Springs, CO, 80920
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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.
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Eric is an associate at American Tax & Financial Planners, providing tax preparation, bookkeeping, and tax planning services since 2017. He spends minimal time on this activity, mostly after trading hours.
Employment History
Current Registrations
Best Life Infinity, LLC
Previous Registrations
Investment Advisor Group
The Investment Advisor Alliance LLC
Securian Financial Services, INC.
Hornor, Townsend & Kent, INC.
State Registrations24 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.