Firm Info
Firm Size
Services Offered
- Financial Planning
- Portfolio Management for Individuals & Small Businesses
- Pension Consulting Services
- Selection of Others Advisors
Types of Clients
- Individuals (Not High Net Worth)
-
Individuals High Net Worth
*>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth
Available Fee Structures
- Percentage of Assets Under Management (AUM)
- Hourly
Jackson Wealth Management, LLC Overview
Arbor Point Advisors is a fee-based Registered Investment Advisory firm that has been providing investment advice since 2012. Based out of their headquarters in Lavista, NE, they offer various services related to financial planning and portfolio management. The firm caters to both individuals and small businesses as well as businesses or institutional clients seeking portfolio management services. Arbor Point Advisors even offers pension consulting services. Their selection of other advisors ensures that the clients are given the best options and approaches in their investment decisions. Moreover, Arbor Point Advisors offers educational seminars and workshops to equip their clients with knowledge and skills to make better investment decisions. As an investment advice only firm, Arbor Point Advisors’ focus is to help their clients make informed investment decisions and develop a tailored plan to achieve their financial goals. Whether clients seek portfolio management, pension consulting, or educational seminar services, Arbor Point Advisors provides a trustworthy and reliable service to meet their clients' needs.
Jackson Wealth Management, LLC is a firm that specializes in providing financial management services. They cater to a diverse set of clients, including individuals who are on their way to accumulating wealth, as well as high net worth individuals who require a more specialized set of services. The firm takes pride in working closely with its clients to develop a personalized plan that will help achieve their financial goals. They understand the unique needs and circumstances of each individual and provide tailored solutions accordingly. The fee structures at Jackson Wealth Management, LLC vary based on the type of service provided. One of the fee structures available is a percentage of the assets under management (AUM). This fee structure is typically used for investment management services where the firm manages the client's portfolio of assets in exchange for a percentage of the overall AUM. Another fee structure available is hourly billing. The hourly fee structure is typically used for financial planning services where the firm provides guidance on financial planning, retirement, estate planning and other such services. Jackson Wealth Management prioritizes being transparent with their fees, so potential clients can better understand what they’re getting into. Overall, the firm offers a range of fee structures that enable clients to choose the service that best fits their needs, based on their current financial situation.
Typical Clients, Fee Structures & Investment Minimum
According to the Part 2 Brochure of Jackson Wealth Management, LLC, there is no mention of an investment minimum. Therefore, it is not clear what their investment minimum is. Clients interested in investing with this firm should reach out to them directly to inquire about their investment minimum requirements.
How This Office Can Help Jackson County, OR Residents
Concorde Financial Resources is committed to assisting clients in Wilkesboro, NC with a wide range of financial services. They offer a variety of mortgage loans, personal loans, and business loans with competitive rates that are tailored to meet the unique needs of their clients. If you're someone living in Wilkesboro, NC, and looking to purchase a new home, Concorde Financial Resources can help find the perfect mortgage loan for you. Additionally, they assist in refinancing existing loans or obtaining a HELOC to get additional cash out of the equity of your home. Concorde Financial Resources also helps clients facing unexpected financial situations, such as medical bills or car repairs, by providing personal loans with low interest rates and flexible repayment terms. Moreover, the company specializes in small business loans, and they strive to help businesses in Wilkesboro, NC, grow and thrive by offering smart commercial loans to meet their unique financial needs. Whether you're an individual or a small business owner, Concorde Financial Resources is here to help.
Services Offered by Jackson Wealth Management, LLC
Core Advisor Services
Financial Planning
Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.
Portfolio Management for Individuals & Small Businesses
Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.
Market Timing Services
Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.
Other Services
Selection of Other Advisors
The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.
Publication of Periodicals or Newsletters
The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.
Educational Seminars & Workshops
The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.
Fee Structures
Financial advisory fees usually are based on the services provided. Fee types charged by Jackson Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
Percentage of Assets Under Management (AUM)
This fee structure charges a percentage of the assets under management by the firm. Fee structures are often tiered based on the amount of assets managed, with higher AUM often charged a lower rate.
Between 0.50% and 2.00% of assets under management (annually), often lower for a robo advisor. Fees are typically charged quarterly by the firm and will show on your investment statement. View typical advisor costs here.
~96% of registered firms offer this fee structure.
If you have $1 million managed by a firm at a 1% management fee, you would be charged $10,000/year to manage your assets (or $2,500 per quarter). This would be automatically deducted from your investment portfolio.
Hourly
Similar to an attorney, a financial consultant might charge fees based on hourly rates. This fee structure can be advantageous when seeking specific or ad hoc advice.
Charges generally span from $150 to $400 per hour, depending on the extent of the services required.
~33% of registered firms offer this fee structure.
If you needed hourly consulting to sell a business or transfer your estate to your children but did not want your assets managed by a firm, you could consult a firm at an hourly rate to answer any questions you may have.
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Fixed fees are a one-time, lump-sum payment rendered for a specific service, such as creating a financial plan without ongoing management or implementation. This option is beneficial if you solely require guidance for a particular objective rather than a long-term consultancy or asset management.
Fixed fees for creating a financial plan often range from $1,000 to $3,000.
~49% of registered firms offer this fee structure.
If you did not want a firm to manage your assets but needed to create a retirement plan, life transition plan such as divorce or loss of a spouse, estate transition plan, business financial plan, or any other financial planning, you could consult with an RIA firm to help you with the creation of that plan.
Commissions
Occasionally, advisors are compensated through commissions by selling certain financial products, such as mutual funds or life insurance policies, or as a broker-dealer by facilitating the buying and selling of securities. Advisors who receive commissions may be incentivized to make specific suggestions to clients in order to secure a commission. Advisors who operate on a fee-only basis do not earn commissions, whereas fee-based advisors may do so.
Often 3% - 6% of the value of the security.
Only ~3% of registered firms say they offer this fee structure, but other advisors may receive “soft dollars”. Many mutual funds charge 12b-1 fees to cover the promoting and selling of the fund’s shares. While your advisor does not charge these fees, they may receive a kickback for recommending the investment.
An advisor selling their client on a life insurance policy and receiving a commission on the sale of that policy, or recommending a specific investment and receiving a kickback for that recommendation.
Performance-based Fees
Advisors typically obtain performance-based fees if a portfolio surpasses a predefined benchmark. This fee is determined through various methods, but is most commonly assessed as a percentage of investment gains. Performance-based fees may incentivize advisors to undertake riskier decisions in pursuit of generating higher returns.
“Two and Twenty” is common among hedge funds with a 2% management fee and a 20% incentive fee above the “hurdle rate,” or performance threshold the fund is compared against.
32% of registered firms offer this fee structure.
A hedge fund earns a 15% return with a 20% performance fee in above the performance of the S&P 500, which grew 7% that same year.
20% of fund growth in excess of S&P 500’s 7% growth for that year = 15% hedge fund growth - 7% S&P 500 growth = 8% difference x 20% = 2% performance fee (in addition to the management fee).
Other
Firms occasionally offer unconventional fee structures when charging clients. For more detailed information about a firm’s specific fee structures, please refer to their Form ADV and Part 2 Brochure.
Types of Clients
*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.
This Office Location
Other Office Locations
Firm Headquarters
This firm has no other locations.
State Registrations
Jackson Wealth Management, LLC is registered to service clients in the following states:
- Alabama
- California
- Florida
- Georgia
- Louisiana
- Maine
- Michigan
- New York
- North Carolina
- Pennsylvania
- South Carolina
- Tennessee
- Texas
- Virginia
Disciplinary History
Jackson Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.