Jackson Taylor Investment Securities (JTIS) provides investment management services. JTIS works with clients to develop a financial outline and investment plan based on their financial circumstances, goals, and risk tolerance. JTIS manages client investment portfolios on a discretionary basis, meaning they can make trades without asking the client first. JTIS primarily invests in common stock, preferred stock, and bonds.
Assets Under Management$16M
Clients110
Advisors1
Avg. per Client$150K
Avg. per Advisor$16M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
JTIS may impose a minimum portfolio value. Minimum annual fees may apply. JTIS may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where JTIS deems it appropriate under the circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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