Allred Jackson Financial Planning, LLC

Fee-Only (% of Portfolio)

Allred Jackson Financial Planning offers customized financial planning and investment management to individuals, businesses, trusts, estates, charities, and retirement plans. As a registered investment advisor, Allred Jackson Financial Planning is legally required to act in your best interest. The firm provides portfolio management, pension consulting, and financial planning services, including cash flow, risk management, retirement, investment, estate, elder, charitable, education, and tax planning.

Assets Under Management$32M
Clients130
Advisors2
Avg. per Client$250K
Avg. per Advisor$16M

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is negotiable and may be increased or decreased based on portfolio size and complexity.

Fee Estimator
Your Portfolio Value
$500K
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Location

2 Advisors at this firm