Jackson Wealth Management offers personalized financial planning and asset management services. Financial planning covers various aspects of managing financial resources. Asset management includes developing investment strategies based on client's risk tolerance and investment objectives. Jackson Wealth Management uses active trend-following and tactical asset allocation strategies.
Assets Under Management$1.1B
Clients900
Advisors9
Avg. per Client$1.2M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for amounts over $5,000,000. For assets held on the Pontera Inc. platform, the annual fee is a flat 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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