Anna Jackson
Anna Jackson is a CFP-designated registered investment advisor at Eastover Capital Management, based in Charlotte, NC, with 8 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 250 clients with $390M 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 $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Fees are generally payable quarterly in advance. The minimum annual fee is $5,000. Eastover Investment Advisors, LLC may negotiate special fee arrangements at its discretion.
Fee Estimator
Location
509 Fenton Place, Charlotte, NC, 28207
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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 ActivitiesSells Insurance
Anna works as an insurance agent selling various insurance products since 2022. This takes a few hours per week.
Employment History
Current Registrations
Eastover Capital Management
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.
Exams
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