Jackson Dinkel
Jackson Dinkel is a registered investment advisor at Charles Schwab & CO., INC., based in Seattle, WA, with 2 years of industry experience. Jackson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
508 Union St, Seattle, WA, 98101
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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
Jackson is an Investment Adviser Representative at Commonwealth Financial Network, dedicating nearly full-time hours to client service and support. He also works at Conestoga Wealth Partners as an Investment Adviser Representative, spending about 10-20% of his time reviewing client financials and providing planning support, and sells fixed insurance.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Previous Registrations
Conestoga Wealth Partners
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations1 state
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