Tyler Page is a registered investment advisor at Jackson Wealth INC, based in Franklin, TN, with 9 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 137 clients with $16M 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 $500K | 2.60% |
| $500K - $2.0M | 2.10% |
| $2.0M - $5.0M | 1.85% |
| $5M+ | 1.65% |
All fees are negotiable.
Fee Estimator
Location
106 Mission Court, Suite 604B, Franklin, TN, 37067
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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.
Learn about disclosures →Other Business Activities
Tyler performs tax filing and other accounting work. This activity is not investment-related.
Employment History
Current Registrations
Jackson Wealth INC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
AXA Advisors, LLCBroker
State Registrations1 state
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.