Jackson Wealth Management provides personalized wealth management services, which combine discretionary investment management and financial planning for individuals, families, trusts, and estates. The firm uses a progressive fee schedule based on the value of assets under management. Jackson Wealth Management offers multiple portfolio strategies, including guided asset allocation, adaptive allocation, and dynamic strategies that blend both approaches. In addition to managing traditional brokerage accounts, the firm can provide discretionary management for certain held-away accounts like employer-sponsored retirement plans. As part of its wealth management services, Jackson Wealth Management incorporates comprehensive financial planning covering retirement, cash flow, risk management, tax coordination, employee benefits, college savings, and estate planning support using third-party technology platforms. The firm acts in a legally required best-interest capacity and does not accept commissions or sales loads.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are annualized and billed quarterly in arrears based on the average daily balance. Fees are negotiable, and certain legacy or acquired clients may be serviced under different fee schedules.