Jackson Thornton Wealth Management (JTWM) works with clients to determine their investment objectives and risk profile, then designs a written investment policy. JTWM uses software to evaluate portfolio designs and monitors client portfolios. JTWM primarily recommends portfolios of passively managed asset class and index mutual funds and ETFs, often Dimensional Fund Advisors (DFA). JTWM also consults with clients on financial areas including tax planning, college financing, retirement planning, and insurance analysis.
Fee Structure
JTWM's annual fee for investment management is charged quarterly, based on a percentage of the assets they manage. The fee typically ranges from 0.35% to 1.25% per year, depending on the size and complexity of the account, services required, and any negotiated or grandfathered fee schedules. The specific fee is established in a written agreement. Fees apply to cash balances unless negotiated otherwise. Fees may be negotiable based on family relations, firm affiliations, or individual circumstances.