Jackson Wealth Management provides personalized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses active trend-following and tactical asset allocation strategies, primarily recommending mutual funds and exchange-traded funds, alongside individual stocks and other securities. Jackson Wealth Management also offers pension consulting for employee benefit plans and can coordinate with third-party investment advisers. The firm is led by George P. Jackson and is based in Lake Mary, Florida.
Assets Under Management$1.1B
Clients900
Advisors9
Avg. per Client$1.2M
Avg. per Advisor$120M
Fee Structure
Investment management only (planning not offered)
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 for amounts over $5,000,000 are negotiable. Held-away assets on the Pontera platform are charged a flat 1.00% annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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