Jackson Asset Management is a registered investment advisor founded in 1994 and based in San Diego, California. The firm provides personalized portfolio management and investment consulting services to individuals, high net worth individuals, trusts, and estates. Jackson Asset Management focuses on developing customized asset allocation strategies designed to build and preserve wealth using fundamental and technical analysis. Client assets are held with independent custodians such as Charles Schwab & Co., and the firm operates on a discretionary basis, meaning they have the authority to make trades within your account without asking first, according to your agreed-upon investment strategy.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Jackson Asset Management charges a flat annual fee of 0.75% of assets under management. Fees may be waived or reduced at the firm's discretion.