Jackson Hornsby is a CFP-designated registered investment advisor at Luken Investment Analytics, LLC, based in Brentwood, TN, with 4 years of industry experience. Jackson 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, Investment Management, and 1 more. Their firm serves 234 clients with $240M in assets under management.
Compensation
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Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Luken Wealth Management offers a discretionary wrap program where fees are billed monthly in advance. The annual advisory fee is negotiable, but most often ranges from 0.30% to 1.60%. For 401(k) accounts managed via the Pontera platform, the annual fee is negotiable but is most often 0.75%, billed quarterly. Bloomwell 529 account participants do not pay a fee.
Location
136 Frierson Street, Brentwood, TN, 37027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Luken Investment Analytics, LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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