Yulia Dance is a CFP-designated registered investment advisor at Jackson Wealth Management, LLC, based in San Juan, PR, with 4 years of industry experience. Yulia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 900 clients with $1.1B 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 $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for amounts over $5,000,000. For assets held on the Pontera Inc. platform, the annual fee is a flat 1.00%.
Fee Estimator
Location
San Juan, PR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Yulia works as a research analyst and investment advisor for Jackson Investment Management, LLC since January 2022. This takes about half of her time, including half her time during securities trading hours.
Employment History
Current Registrations
Jackson Wealth Management, LLC
Previous Registrations
Benchmark Financial Wealth Advisors LLC
State Registrations1 state
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