Jackson Thornton Wealth Management provides investment management and personal financial advice to individuals, trusts, charitable organizations, private foundations, and businesses. Founded in 1999 and owned by an accounting firm, the firm builds customized portfolios using low-cost mutual funds and exchange-traded funds, primarily following a passive investment philosophy. Advisors design written investment policies based on client goals and risk tolerance, and continuously monitor accounts while handling portfolio rebalancing and tax-loss harvesting. In addition to managing investments, the firm offers guidance on income and estate taxes, business sales, college financing, retirement planning, insurance analysis, cash flow, and trust design at no extra charge beyond the standard management fees. Jackson Thornton Wealth Management also provides retirement plan consulting services for employer-sponsored plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fees typically range from 0.35% to 1.25% depending on account size and complexity. Fees are negotiable in certain circumstances.