Jackson Creek Investment Advisors provides investment management services on a discretionary basis, managing client assets based on their specific investment needs and guidelines. They primarily allocate client assets among various equities, ETFs, mutual funds, cash, or alternative investments. Jackson Creek also offers retirement plan advisory services to employer plan sponsors and consulting services on isolated areas of concern like estate planning and real estate.
Assets Under Management$350M
Clients21
Advisors4
Avg. per Client$17M
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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