Dallas Jackson is a registered investment advisor at Finwell, INC., based in Nashville, TN, with 8 years of industry experience. Dallas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 131 clients with $73M 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 | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.25% |
Fees may be negotiated based on relationship type, group rates, and market conditions. Minimum AUM fee of $3,125 for accounts under $250,000. Minimum financial planning fee of $1,999 for accounts between $250,001 and $1,000,000.
Fee Estimator
Location
Nashville, TN
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
Dallas is a general partner in TipSee Music, a tech startup working with local artists, since 2020. This takes about 10-20% of his time.
Employment History
Current Registrations
Finwell, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
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.