Jackson Financial Services provides investment advice and financial planning to individuals, families, and businesses. Services include portfolio management, selection of other advisors, pension consulting, and financial planning. Jackson Financial tailors its services to each client's needs, considering their financial situation, goals, and risk tolerance.
Assets Under Management$480M
Clients557
Advisors1
Avg. per Client$850K
Avg. per Advisor$480M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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