Jackson Wealth Management, LLC
Assets Under Management
$856.7M
Number of Clients
802
Number of Advisors
6
Average Client AUM
$1.1M
AUM per Advisor
$142.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Jackson Wealth Management, LLC provides personalized investment advisory services including financial planning, asset management, selection of other advisors, and pension consulting. They tailor their advice to individual client needs and investment objectives, offering discretionary asset management and monitoring portfolios on an ongoing basis.
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
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.
Areas of Practice
Location
755 Primera Blvd, Suite 1001, Lake Mary, FL, 32746