Rembert Pendleton Jackson

Fee-Only (% of Portfolio)Fixed/Hourly

Rembert Pendleton Jackson (operating as SSB Wealth Management, Inc.) provides investment management and financial planning services to individuals, high-net-worth individuals, businesses, and retirement plans. Operating as a fee-only registered investment advisor, the firm builds diversified portfolios using Modern Portfolio Theory, tailoring asset allocations to each client's specific goals, risk tolerance, and time horizon. In addition to managing investments on both a discretionary and non-discretionary basis, the firm offers comprehensive financial planning covering retirement, taxes, insurance, cash flow, estate planning, education funding, and special needs. The firm also provides specialized consulting services for businesses and retirement plan sponsors. Rembert Pendleton Jackson is a wholly-owned subsidiary of Atlantic Union Bank.

Assets Under Management$2.7B
Clients1,458
Advisors16
Avg. per Client$1.9M
Avg. per Advisor$170M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees generally will not exceed 1.00% per annum, but are negotiable based on account size, complexity, and asset structures.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

16 Advisors at this firm