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
Jackson Wealth Management, LLC offers personalized investment advisory services including financial planning, asset management, selection of other advisors, and pension consulting. They tailor investment advice to meet client needs and objectives, monitoring portfolios and rebalancing as needed. They also use a platform to manage held away assets.
| 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.
755 Primera Blvd, Suite 1001, Lake Mary, FL, 32746