Jackson Asset Management offers investment advice, securities, and financial services. They focus on developing asset management strategies to build and preserve wealth for individuals, high net worth individuals, trusts, and estates. They manage investments on a discretionary basis, meaning they can make trades without your consent, but trading activity is generally limited to minimize costs.
Assets Under Management$28M
Clients21
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Although fees are negotiable, Jackson Asset Management generally charges an asset based fee of 0.70%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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