Jackson Private Wealth Management (JPWM) is a financial services firm that manages client portfolios and provides financial planning. JPWM considers your financial situation, including employment, cash reserves, retirement accounts, age, retirement date, and risk tolerance, to develop an investment strategy. JPWM uses general securities, mutual funds, government securities, and options. For alternative investments, JPWM helps you select and monitor other money managers, splitting the fee they charge you. Financial planning includes tax, insurance, retirement, and estate planning.
Fee Structure
Jackson Private Wealth Management (JPWM) uses a program called DynamicPM™ for investment management, which has three fee components:
- A platform fee of $1 per investor per day on households up to $1,000,000 in assets under management.
- A blended annual fee based on the total value of your portfolio.
- A stepped annual custody fee per account.
Discounts are available in certain situations.