Jackson Courtney is a CFP-designated registered investment advisor at Financial Consulate, based in Hunt Valley, MD, 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 Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 849 clients with $1.1B 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
Some accounts may be billed at a different rate based on other factors. Fees are negotiable on a client-to-client basis. The firm also retains discretion to modify the fee structure in writing to the client.
Fee Estimator
Contact
Jackson Courtney
Location
11019 Mccormick Road, Suite 200, Hunt Valley, MD, 21031
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Financial Consulate
State Registrations1 state
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