Taely Geisler is a registered investment advisor at Jackson Private Wealth Management, INC., based in Cocoa, FL. Taely operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 42 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jackson Private Wealth Management (JPWM) uses a program called DynamicPM™ for investment management, which has three fee components:
- A platform fee of $1 per investor per day on households up to $1,000,000 in assets under management.
- A blended annual fee based on the total value of your portfolio.
- A stepped annual custody fee per account.
Discounts are available in certain situations.
Location
434 Delannoy Ave, Suite 201, Cocoa, FL, 32922
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
Jackson Private Wealth Management, INC.
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.