Daniel Tew is a CFP, PFS-designated registered investment advisor at Jackson Thornton Wealth Management, LLC, based in Dothan, AL, with 5 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 988 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JTWM's annual fee for investment management is charged quarterly, based on a percentage of the assets they manage. The fee typically ranges from 0.35% to 1.25% per year, depending on the size and complexity of the account, services required, and any negotiated or grandfathered fee schedules. The specific fee is established in a written agreement. Fees apply to cash balances unless negotiated otherwise. Fees may be negotiable based on family relations, firm affiliations, or individual circumstances.
Contact
Daniel Tew
Location
304 Jamestown Blvd, Dothan, AL, 36301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jackson Thornton Wealth Management, LLC
State Registrations1 state
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