Indigo Private Wealth offers customized financial planning and continuous investment management services to individuals, families, and small businesses. Led by Certified Financial Planner Joseph Jackson, the firm provides advice on cash flow, debt management, risk management, retirement planning, education funding, and estate planning. Investment portfolios are constructed using individual bonds, exchange-traded funds, mutual funds, and individual stocks, and are reviewed at least quarterly. Indigo Private Wealth emphasizes a globally diversified strategy tailored to each client's specific goals and risk tolerance. The firm also assists retirement plan sponsors with plan oversight under federal retirement plan rules. Clients receive personalized attention, with services structured to help navigate complex financial situations while operating under a legal obligation to act in the client's best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are calculated as a straight tier, not blended. Published advisory fees may be discounted based on unique circumstances.