Jackson, Grant Investment Advisers provides investment management and consulting services to high-net-worth individuals, trustees, and families. They focus on helping clients achieve lifelong retirement income or build a legacy. Jackson, Grant manages investment portfolios based on client objectives and risk tolerance, and also offers consulting services such as pre-retirement planning and investment policy statement creation. They do not sell securities or receive commissions.
Assets Under Management$580M
Clients94
Advisors4
Avg. per Client$6.1M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Jackson, Grant Investment Advisers charges a fee based on the value of your portfolio. Here are some examples of annual rates for new clients:
- $5 million — 0.85%
- $10 million — 0.68%
- $15 million — 0.62%
- $20 million — 0.59%
- $25 million — 0.57%
- $30 million — 0.56%
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