Jackson Klein is a registered investment advisor at Sparta Wealth Partners, based in Charlotte, NC. 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, Tax Planning. Their firm serves 190 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sparta Wealth Partners' investment management fees are negotiable, but will not exceed 2.00% annually. Fees are charged monthly, either in advance or after the fact, based on the value of your account. For clients choosing a Long/Short strategy with a sub-advisor, there's a 1.00% annual asset-based fee and a 10% performance-based fee. Held away 401k accounts may have lower fees.
Location
4500 Cameron Valley Parkway, Suite 130, Charlotte, NC, 28211
Get directionsHistory
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
Sparta Wealth Partners
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.