Advisor at Jackson Thornton Wealth Management, LLC
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Firm
Jackson Thornton Wealth Management, LLC
Location
Montgomery, AL 36104
Credentials
Series 65
Industry experience
10 years
Clarence Pritchett is a financial advisor at Jackson Thornton Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked within the Jackson Thornton organization since 1993 in various capacities. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management, retirement plan advisory, and comprehensive wealth management services to individuals, trusts, small businesses, and charitable organizations. The firm manages nearly $2.0 billion across more than 1,000 client relationships, employing a long-term, diversified investment approach that incorporates Modern Portfolio Theory and passive investment vehicles.
Based on Jackson Thornton Wealth Management, LLC
Based on Jackson Thornton Wealth Management, LLC
$0+: 0.35% to 1.25% per year (tiered, depending on size, complexity, and negotiated fees) $0 - $1,000,000: 0.70% JTWM fee + 0.20% FPAS fee = 0.90% total fee (Employee Benefit Retirement Plan Services) $1,000,001 - $5,000,000: 0.45% JTWM fee + 0.15% FPAS fee = 0.60% total fee (next $4 million) $5,000,001 - $10,000,000: 0.25% JTWM fee + 0.08% FPAS fee = 0.33% total fee (next $5 million) $10,000,001+: 0.15% JTWM fee + 0.05% FPAS fee = 0.20% total fee (amounts above $10 million)
Fee-only: 0.35% to 1.25% annually, tiered and negotiable fees based on assets and complexity
200 Commerce Street
Montgomery, AL 36104
Alabama · Texas
Jackson Thornton Asset Management, LLC
2024 - Present (2 years)
Jackson Thornton Asset Management, LLC
2015 - 2024 (9 years)
Jackson Thornton & Company
1993 - Present (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
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Broker-dealer / trader
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Bank
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Trust company
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Real estate agent
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Other specialized services
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