Matthew Paul Jackson

Jackson Wealth Management, LLC

11 Years of Experience

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Firm Information

Jackson Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

6 advisors

Number of Clients

802 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$856.7M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $200K	1.75%
$200K - $500K	1.50%
$500K - $5.0M	1.00%
$5M+	1.00%

Fees negotiable for amounts over $5,000,000.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Hourly Rate:Up to $250/hr

Financial planning is charged at an hourly rate of $250, which is negotiable. Asset management fees are based on a percentage of assets managed, as detailed in the fee schedule. For assets held on the Pontera Inc. platform, the annual fee is a flat 1.00%. Fees are billed and payable quarterly in advance. The advisory fee is negotiable depending on individual client circumstances.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Advisor Information

Office location

755 Primera Blvd, Suite 1001, Lake Mary, FL, 32746

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.