Jackson Wealth LLC manages investment portfolios and provides financial planning services. Financial planning covers business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, tax planning, and real estate investments. Financial planning is offered on a project basis or as an ongoing comprehensive engagement.
Assets Under Management$16M
Clients137
Advisors2
Avg. per Client$120K
Avg. per Advisor$8.1M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.60% |
| $500K - $2.0M | 2.10% |
| $2.0M - $5.0M | 1.85% |
| $5M+ | 1.65% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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