Jackson & Associates provides investment management services, including oversight of third-party money managers, services to corporate retirement plans, and financial planning. JA manages client assets primarily using mutual funds, exchange-traded funds, and individual securities. JA also offers financial planning and consulting services covering retirement, business succession, charitable giving, special needs, estate planning, cash flow analysis, divorce transition, and education funding.
Assets Under Management$95M
Clients90
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.73% |
| $3.0M - $6.0M | 0.52% |
| $6M+ | 0.26% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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