Jason Eric Zwibel
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
The annual portfolio management fee is negotiable and payable monthly in arrears, based on the market value of the account on the last business day of the previous month. Fees are prorated for partial months. Financial planning/consulting fees are also negotiable, with hourly rates ranging from $100 to $300 per hour and flat fees ranging from $500 to $5,000 per agreement. GSS, an affiliate, receives a fee from clients' participation in the Insured Deposit Program at Axos, potentially reducing returns and creating a conflict of interest. Clients can choose alternate cash account options or custodians.
Areas of Practice
Advisor Information
Office location
3319 State Road 7, Suite 305, Wellington, FL, 33449
Get directionsRegulatory History (6)
Customer Dispute
August 2019Customer Dispute
November 2017Customer Dispute
June 2007Customer Dispute
November 2000Customer Dispute
April 1998Employment Separation After Allegations
November 1994Other Business Activities
Jason is involved with several entities named JEZ Capital, primarily focused on rental property management, with JEZ Capital IV requiring full-time hours. He also dedicates minimal time to the Zwibel Foundation and We Kick Brass as a consultant.