Jackson Money Management offers investment advisory services, managing portfolios on a discretionary basis or providing recommendations on a non-discretionary basis. The firm primarily works with clients interested in equities, focusing on large-cap U.S. and multi-national companies with strong financials. They also advise on constructing diversified portfolios using various managers and mutual funds. Jackson Money Management aims to customize portfolios based on each client's risk tolerance and personal interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Different fee arrangements may be negotiated on a client-by-client basis. For accounts managed by a third-party advisor, Jackson Money Management bills an annual fee not exceeding 0.75%, and the third-party advisor bills separately, not exceeding 1.00%. The combined fee will not exceed 2.00%.