How Does the Advisor Help Clients – Key Takeaways:
Thomas Jackson Family Office, Inc. is a highly successful and reputable financial advisory firm that has been helping clients achieve their financial goals for over 20 years. The firm is known for providing personalized and comprehensive financial services to high-net-worth individuals and families, as well as corporations and institutions.
Facts and Insights:
Founded in 1998, Thomas Jackson Family Office, Inc. has established itself as a trusted and reliable source of financial advice. With a team of certified financial advisors, the firm offers a wide range of services, including investment management, retirement planning, tax planning, and estate planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $2.5 billion |
|---|---|
| Number of Advisors | 10 |
| Time in Business | Over 20 years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
- Education Planning
- Wealth Transfer Planning
- Charitable Giving
Client Types:
Thomas Jackson Family Office, Inc. caters to a diverse range of clients, including:
- High-net-worth individuals
- High-net-worth families
- Corporate and institutional clients
Fees & Compensation:
The firm follows a fee-based model, which means that their fees are based on a percentage of the assets under management. This ensures that their interests are aligned with those of their clients, as the firm only earns more when their clients’ investments grow. This model also eliminates any biases towards certain investment products, as the firm does not receive commissions for recommending them.
Background:
The founder of Thomas Jackson Family Office, Inc., Thomas Jackson, is a highly experienced and knowledgeable financial advisor with over 30 years of industry experience. He holds several prestigious certifications, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). The firm has grown significantly under his leadership and has received numerous accolades and recognitions for its services.
Financial Advisor Disclosures to Know:
Thomas Jackson Family Office, Inc. operates with utmost transparency and strives to build trust and long-term relationships with its clients. It has a clean disciplinary record with no regulatory actions or sanctions. The firm also has a thorough and strict compliance program in place to ensure that all its advisors adhere to industry regulations and ethical standards.