Advisor at Jackson Thornton Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Jackson Thornton Wealth Management, LLC
Location
Dothan, AL 36301
Credentials
CFP®, PFS™, Series 65
Industry experience
5 years
Daniel Tew is a Certified Financial Planner (CFP®) and Personal Financial Specialist (PFS™) with five years of industry experience. He is affiliated with Jackson Thornton Wealth Management, LLC in Dothan, Alabama, and has worked with related Jackson Thornton entities since 2009. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management, retirement plan advisory, and comprehensive wealth management services. The firm serves individuals, retirement plans, trusts, charitable organizations, and small businesses, managing nearly $2.0 billion across more than 1,000 client relationships.
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
304 Jamestown Blvd
Dothan, AL 36301
Alabama
Jackson Thornton Asset Management, LLC
2022 - Present (4 years)
Jackson Thornton & Co., P.C.
2022 - Present (4 years)
Jackson Thornton Asset Management, LLC
2020 - Present (6 years)
Jackson Thornton & Co., P.C.
2009 - 2022 (13 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Series 65
Dothan, AL
Legacy Wealth Management Group, LLC
Series 65
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Magnolia Wealth Management LLC
Series 63, Series 66
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Magnolia Wealth Management LLC
Series 65
Dothan, AL
CapSouth Wealth Management
CFP®, Series 63, Series 65
Dothan, AL
CapSouth Wealth Management
Series 66
Dothan, AL
CapSouth Wealth Management
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