CP
CP

Clarence Pritchett

11 Years of Experience
Montgomery, AL

Clarence Pritchett is a registered investment advisor at Jackson Thornton Wealth Management, LLC, based in Montgomery, AL, with 11 years of industry experience. Clarence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 988 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
988 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$2.0B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Annual fees typically range from 0.35% to 1.25% depending on account size and complexity. Fees are negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

200 Commerce Street, Montgomery, AL, 36104

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Jackson Thornton Wealth Management, LLC
August 2015 - Present · 11 yrs 2 mos
State Registrations2 states
ALTX
Advisor

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.

Exams
No exam information available for this advisor.
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