Jackson Investment Management provides investment advice to Jackson Wealth Management, LLC, including portfolio allocation and security selection based on model portfolios. Jackson Investment is responsible for maintaining and designing the model portfolios. Jackson Investment does not have the authority to execute transactions for Jackson Wealth's clients. All recommendations are made to Jackson Wealth, who then determines if they are appropriate for their clients.
Fee Structure
Jackson Investment Management provides investment advice to Jackson Wealth Management, LLC. Jackson Wealth pays Jackson Investment a monthly fee based on the average daily net asset value of assets under management at an annual rate of 0.90% of assets under management and 0.50% of assets under administration.