Edward Aloysius Mcdonough

CFP

Jackson Wealth Management, LLC

38 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Jackson Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

802 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$856.7M

Fee Structure

Financial Planning:Investment management only

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

—

Location

6000 Turkey Lake Road, Suite 212, Orlando, FL, 32819

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History

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.

Other Business ActivitiesSells Insurance

Edward is the President/CCO of McDonough Capital Management (RIA) and President of McDonough Wealth Management, LLC, both registered investment advisors, dedicating about half of his time to each. He also offers life insurance as an insurance agent and assists with tax preparation, while also managing a rental property.