Jackson Financial, Investment & Retirement Services, INC.
Commission-BasedFee-Only (% of Portfolio)
Jackson Financial Investment & Retirement Services manages investment portfolios for individuals, trusts, and retirement plans. The firm primarily uses mutual funds to meet client objectives and risk tolerance. Accounts are reviewed quarterly, and an annual review is offered to clients.
Assets Under Management$7.1M
Clients32
Advisors1
Avg. per Client$220K
Avg. per Advisor$7.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.2M | 1.00% |
| $1.2M - $2.2M | 0.90% |
| $2.2M+ | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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