Jacksonville Wealth Management (JaxWealth) offers portfolio management services tailored to individual client goals, including investment strategy, asset allocation, and portfolio monitoring. JaxWealth also provides financial planning services covering investment, insurance, tax, retirement, college, and debt/credit planning. JaxWealth uses LPL Financial for brokerage and custodial services. JaxWealth may charge a financial planning fee in certain situations.
Fee Structure
JaxWealth's investment management fee is negotiated with each client and ranges from 0.60% to 2.00% annually, based on the value of your portfolio. The fee depends on the investment strategy, financial plan, size, complexity, and nature of the relationship. Fees are deducted from your account quarterly.