Jackson Wealth Management provides investment management and financial planning services to individuals and families. JWM offers investment strategies through Guided Allocation, Adaptive Allocation, and Dynamic Allocation portfolios. Financial planning covers retirement, cash flow, investment analysis, risk management, tax planning, employee benefits, college savings, business planning, and estate planning.
Assets Under Management$31M
Clients26
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$31M
www.jacksonwealthmanagement.net ·www.feeonlynetwork.com/financial-advisor/stefan... ·connect.xyplanningnetwork.com/find-an-advisor/s...
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$7,500
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 negotiable. Certain clients may be serviced under different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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