Jackson Morrissey is a registered investment advisor at Foster Victor, based in Greenville, SC, 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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 1,728 clients with $2.6B 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 $215K | 1.50% |
| $215K - $250K | 1.47% |
| $250K - $400K | 1.45% |
| $400K - $500K | 1.40% |
| $500K - $600K | 1.35% |
| $600K - $700K | 1.30% |
| $700K - $800K | 1.25% |
| $800K - $1.0M | 1.20% |
| $1.0M - $1.5M | 1.15% |
| $1.5M - $2.0M | 1.05% |
| $2.0M - $2.3M | 0.99% |
| $2.3M - $2.5M | 0.95% |
| $2.5M - $2.8M | 0.92% |
| $2.8M - $3.0M | 0.89% |
| $3.0M - $4.0M | 0.86% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.5M | 0.70% |
| $6.5M - $11.0M | 0.65% |
| $11.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Other programs include Schwab Intelligent Portfolios (0.40% to 0.80%), Fixed Income (0.25% to 0.35%), Pontera retirement accounts (0.50% to 0.75%), UHNW schedules (0.25% to 0.40%), and Multi-Family Office schedules. Options strategies incur an additional 0.25% to 0.75% fee. Fees are negotiable.
Fee Estimator
Location
10 Toy Street, Suite 200, Greenville, SC, 29601
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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 →Employment History
Current Registrations
Foster Victor
Previous Registrations
Match Grade Advisors
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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