Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio management fees range from 0% to 2% annually, based on assets under management and service complexity. Fees are billed quarterly in advance. Financial planning is offered at an hourly rate of $150 to $350, or a project fee ranging from $100 to $10,000. General consulting services are also available at an annual flat rate. Pension consulting fees also range from 0% to 2%.
Areas of Practice
Advisor Information
Office location
286 N Gateway Dr Suite 202, Providence, UT, 84332
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is a sales associate at National Card Payments, spending a few hours per week there. He is also a managing member of JRJ Financial Services Inc. and Cache Financial, where he provides tax advising, insurance/annuity sales and service, and securities product/investment advisory services, dedicating about 10-20% of his time to each. Finally, Jason is an IAR at Portside Wealth Group, spending about half his time there.