FJ

Fredrick Lee Jackson

26 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
700 clients
Average Client Portfolio
$328K average
Assets Under Management
$229.3M

Fee Structure

Minimum Investment:None
Financial Plan Fee:$250 - $5,000
Hourly Rate:$50 - $250/hr

Westpark Wealth Advisors charges fees based on a percentage of assets under management, with an annual range of 0.0% to 2.00%. Each Investment Advisor Representative has different fee schedules, so annual fees vary. Fees can be paid quarterly, semi-annually, or annually, in advance or in arrears. Hourly charges and fixed fees may be charged for some advisory services, negotiated with the client. Financial planning/consulting fees are billed at a fixed rate of $250.00 - $5,000.00, or hourly rates ranging from $50.00 - $250.00.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate Planning
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Advisor Information

Office location

13111 Westheimer Rd., Suite 475, Houston, TX, 77077

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Regulatory History (1)
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Judgment / Lien
April 2024
Other Business Activities

Fredrick owns Tri-Vest Financial, an investment management DBA, and works as an investment advisor representative (IAR) for Westpark Wealth Advisors. He also works as a tax preparer for H&R Block.

Employment History
Current Registrations
Westpark Wealth Advisors, INC.
February 2020 - Present · 5 yrs 11 mos
Calton & Associates, INC. Broker
November 2017 - Present · 8 yrs 2 mos
Previous Registrations
Ims Securities, INC.Broker
August 2006 - November 2017 · 11 yrs 3 mos
Tri-Star FinancialBroker
November 1999 - August 2006 · 6 yrs 9 mos
State Registrations12 states
AZCACOFLINLANDNJOKPASCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.