Jackson Peak Capital LLC offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Jackson Peak requires authority to make trades without asking first. Jackson Peak generally limits its investment advice to fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities. Jackson Peak primarily recommends equities.
Assets Under Management$2.9M
Clients10
Advisors1
Avg. per Client$290K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Qualified clients will pay an annual fee of 1.50% of assets under management along with a 15.00% performance fee based on capital appreciation. Performance fees are only assessed on returns greater than 5% in a given year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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