How does the advisor help clients – Key Takeaways:
Jackson Investment Management, LLC is a trusted and experienced financial advisory firm that provides expert financial advice and services to clients. They focus on helping clients plan and manage their financial goals, investments, and long-term financial security.
- They offer a range of financial services, including portfolio management, retirement planning, tax planning, and estate planning.
- Their team of advisors have in-depth knowledge and expertise in various financial areas, providing clients with well-rounded and personalized advice.
- Their investment philosophy is centered around long-term, diversified and low-cost investment strategies for their clients.
Facts and Insights:
As of 2021, Jackson Investment Management, LLC has over $500 million in assets under management and has been in business for over 10 years. They have a team of 5 experienced advisors serving a diverse range of clients, including individuals, families, and small businesses.
| Year | Assets Under Management (in millions) |
|---|---|
| 2018 | $300 |
| 2019 | $350 |
| 2020 | $400 |
| 2021 | $500 |
Financial Services Offered:
Jackson Investment Management, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. Their services include:
- Portfolio Management: They offer personalized investment management strategies to help clients maximize their returns and achieve their long-term financial goals.
- Retirement Planning: They help clients plan for a secure and comfortable retirement by analyzing their current financial situation and creating a personalized retirement plan.
- Tax Planning: They offer expert tax planning services to help clients minimize their tax liabilities and maximize their after-tax returns.
- Estate Planning: Their team of advisors assist clients in creating an estate plan to ensure their assets are distributed according to their wishes and minimize tax implications.
Client Types:
Jackson Investment Management, LLC serves a diverse range of clients, including:
- Individuals and Families: They offer personalized financial planning and investment management services to help individuals and families achieve their financial goals.
- Small Business Owners: They provide financial advice and services to help small business owners effectively manage their business finances, investments, and plan for their future retirement.
Fees & Compensation:
Jackson Investment Management, LLC is a fiduciary, meaning they are legally obligated to act in their clients’ best interests at all times. They are a fee-based advisor, meaning they charge a management fee based on the value of the assets they manage for their clients. Their fee schedule is as follows:
| Assets Under Management | Annual Management Fee |
|---|---|
| First $500,000 | 1% |
| Next $500,000 | 0.75% |
| Next $1 million | 0.50% |
| Over $2 million | 0.25% |
In addition to management fees, they may also receive compensation from third-party services, such as mutual funds or insurance products, if recommended to clients. However, their team is committed to transparency and will always disclose any potential conflicts of interest.
Background:
Jackson Investment Management, LLC was founded in 2010 with a mission to help clients plan and manage their finances with expertise and integrity. The founder, John Jackson, has over 20 years of experience in the financial industry and is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). Their team of advisors has a combined experience of over 50 years and is dedicated to providing