Lionshare Partners, a new fee-only wealth management firm founded by Chris Jackson, has launched in the Los Angeles area.

The firm will offer a wide range of client services including financial, estate and tax planning, capital asset analysis, investment management and risk management.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

The services will be offered through a new flexible fee model that is both capped and flat.

Lionshare Partners, a 100% employee-owned firm, will not sell products, collect commission or have a sales team.

“This reduces the conflict of interest and overhead expenses, which are savings passed on to their clients,” according to a press statement.

Jackson said: “I knew there was a better way of doing business as a financial advisor and a more effective way to create returns for our clients, so I launched Lionshare Partners. We aim to be our clients’ chief financial officer and partner with the best institutional money managers, attorneys, tax professionals and insurance brokers.”

A Certified Financial Planner (CFP), Jackson started his career as a relationship manager for First Horizon Bank in 2005. He has worked for major wealth management firms in Los Angeles and New York since then.