Fees
Jackson Financial Advisors offers Flexible and Customized Fee Structures
Our services are tailored to each client based on needs and budget. Fees vary depending on the scope of work required--from specific, one-time projects to ongoing comprehensive financial planning and investment advisory services.
Our fee arrangements are designed to:
- Allow us to serve a wide range of clients
- Provide our clients with the flexibility to choose the best payment option for their situation
- Enable us to help young families and small businesses that are just starting out or growing
- Limit our compensation from transactions (for fee-based arrangements)
Fee Arrangements
- Percentage of assets under management fee
- Flat/project-based fee
- Hourly fee
- Commission-based fee
Additional information on fees is available in our Form ADV Part II filed with the Commonwealth of Massachusetts which is provided to prospective clients at the initial meeting and existing clients upon request.
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