Paul Jackson is a CFA-designated registered investment advisor at Lifestyle Asset Management, INC., based in Friendswood, TX, with 29 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 928 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.45% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $4.0M | 0.95% |
| $4.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The management fee is “linear” meaning the applicable rate will be applied to the household custodian reported value for each level back to the first dollar.
Fee Estimator
Location
211 West Edgewood, Suite 300, Friendswood, TX, 77546
Get directionsHistory
Regulatory History (1)
Criminal
October 1987Other Business Activities
Paul is an investment committee member at Lifestyle Financial Advisors, Inc. He spends minimal time on this activity.
Employment History
Current Registrations
Lifestyle Asset Management, INC.
Previous Registrations
Sowell Management Services
First Advisors, INC.
Shieldadvisors CORP.
Ffp Advisory Services INC
Ffp Securities, INC.Broker
Westcott Securities, LLCBroker
Aegis Asset Management INC
Mcfarland, Grossman & CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.