Jackson, Grant Investment Advisers, Inc. is an independently owned registered investment advisor founded in 1992 and located in Stamford, Connecticut. Operating as investment counsel, the firm serves a select clientele of high-net-worth individuals, families, and trustees with long-term investment horizons. Jackson, Grant Investment Advisers creates custom portfolios tailored to each client's specific objectives and risk tolerance, maintaining full authority to make trades without asking first. The firm also offers consulting services covering pre-retirement planning, IRA distributions, and investment policy statements. Guided by principles of integrity, skill development, and dependable results, Jackson, Grant Investment Advisers charges transparent management fees based on the value of the portfolio and does not accept third-party commissions or payments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.85% |
| $5.0M - $10.0M | 0.68% |
| $10.0M - $15.0M | 0.62% |
| $15.0M - $20.0M | 0.59% |
| $20.0M - $25.0M | 0.57% |
| $25M+ | 0.56% |
Rates shown are sample annual rates for new clients at various portfolio values. The firm does not negotiate rates but reserves the right to reduce them in special circumstances such as for family members.