Jacksonville Wealth Management

Financial Advisor in Duval County, FL

Firm Info
Address: 8075 Gate Pkwy W #101, Jacksonville, FL 32216, USA
Phone: (904) 923-7526

Firm Size
Assets Under Management: $308.8 million
# of Advisors: 4
# of Clients: 1,293
Client to Advisor Ratio: 323:1
Average Account Size: $238,811
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Jacksonville Wealth Management Overview

Jacksonville Wealth Management is a registered investment advisory firm based in Jacksonville, Florida that has been providing investment advice since 2021. As a fee-only firm, they offer transparent services and do not accept commissions or any other form of compensation for products sold. Their headquarters is based in Jacksonville, but their services are available to individuals and small businesses across the country. Their expertise lies in financial planning and portfolio management. They use a holistic approach to financial planning, taking into account a client's goals, risk tolerance, and financial situation to create customized plans. Their portfolio management services are tailored to individuals' needs, including diversification, asset allocation, and risk management strategies. They also provide portfolio management services to small businesses. Jacksonville Wealth Management is an investment advice-only firm, offering clients unbiased advice on their financial management. Their goal is to help clients make informed financial decisions and achieve their financial goals. They work closely with clients, providing ongoing support and guidance to ensure their investments are aligned with their goals and objectives.

Jacksonville Wealth Management caters to a diverse range of clients from individuals to high net worth individuals and other corporation types not listed. The firm serves clients seeking to manage their wealth effectively and efficiently to achieve their financial goals. Jacksonville Wealth Management recognizes the individual needs of each client and strives to offer personalized services to deliver the best results possible. The firm provides clients with three fee structures to choose from based on the type of service they require. Clients can opt for a percentage of AUM, which is a fee calculated as a percentage of the assets under management. An hourly fee structure would suit clients looking for a one-off service or consulting, where they would pay for the number of hours worked. The fixed fee structure is another option available to clients to pay a flat fee for a specific service, irrespective of the time spent on it. Jacksonville Wealth Management offers comprehensive financial planning services to its clients, and the fee structures provided ensure that clients can choose what works best for their unique financial circumstances.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Jacksonville Wealth Management does not mention anything regarding their investment minimums. Without this information, it is uncertain what the firm's investment minimum may be. It is advisable to contact the firm directly and inquire about their investment minimums before investing.

How This Office Can Help Duval County, FL Residents

Jacksonville Wealth Management is a comprehensive financial planning and wealth management firm that specializes in helping clients in Duval County, FL achieve their financial goals. Whether you are just starting your career, approaching retirement, or need guidance on how to manage your wealth, their team of experienced financial advisors provides tailored solutions to address each client's unique needs. Living in Duval County, FL, individuals may be facing financial challenges such as planning for retirement, saving for college education, managing debt, or navigating the complex tax landscape. Jacksonville Wealth Management offers a full range of services, including retirement planning, investment management, tax planning, and estate planning to help clients overcome these challenges and achieve long-term financial success. By taking a holistic approach, they create personalized strategies that align with clients' objectives, risk tolerance, and time horizon, ensuring their financial well-being for years to come.

To view the Minimum Investment and Fee Schedule for Jacksonville Wealth Management, visit their Part 2 Brochure.

Services Offered by Jacksonville Wealth Management

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 Jacksonville Wealth Management 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)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

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

Firm location 8075 Gate Pkwy W #101, Jacksonville, FL 32216, USA
Phone (904) 923-7526
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Jacksonville Wealth Management is registered to service clients in the following states:

  • Florida
  • Georgia
  • North Carolina
  • Ohio
  • Tennessee
  • Texas

Disciplinary History

Jacksonville Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs