Christopher Jackson
Christopher Jackson is a CFP-designated registered investment advisor at Strategic Wealth Partners, LTD., based in Independence, OH, with 13 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,778 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strategic Wealth Partners (SWP) manages investment portfolios for clients, charging an annual fee based on the value of the assets managed. The fees range from 0.20% to 2.00% depending on the size and complexity of the account. The fee percentage decreases as the account size increases. Fees are negotiable and may be charged at a flat rate. Fees are typically paid quarterly in advance, based on the value of the assets at the end of the previous quarter.
Location
5005 Rockside Road, Suite 1200, Independence, OH, 44131-6829
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Regulatory History (1)
Employment Separation After Allegations
December 2017Employment History
Current Registrations
Strategic Wealth Partners, LTD.
Previous Registrations
Surepath Wealth Management
Lionshare Partners LLC
Mercer Global Advisors INC.
Churchill Management Group
Churchill Management Group
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.