Nancy Brown
Nancy Brown is a registered investment advisor at Jackson Thornton Wealth Management, LLC, based in Montgomery, AL, with 14 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 988 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JTWM's annual fee for investment management is charged quarterly, based on a percentage of the assets they manage. The fee typically ranges from 0.35% to 1.25% per year, depending on the size and complexity of the account, services required, and any negotiated or grandfathered fee schedules. The specific fee is established in a written agreement. Fees apply to cash balances unless negotiated otherwise. Fees may be negotiable based on family relations, firm affiliations, or individual circumstances.
Location
200 Commerce Street, Montgomery, AL, 36104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jackson Thornton Wealth Management, LLC
State Registrations1 state
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