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 $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable over $2,500,000.
Fee Estimator
Investment management fees are based on a percentage of assets under management, billed monthly in arrears. The annual fee may be negotiable, with lower fees for clients with other ARS accounts or combined household accounts. Financial planning services are offered on an hourly basis at $150 per hour or a flat fee between $250 and $2,500. There is no minimum account size required.
Areas of Practice
Advisor Information
Office location
4 Shackleford Plaza, Suite 203, Little Rock, AR, 72210
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 owns Workplace Financial, Inc. and sells life insurance and fixed annuities, dedicating about a quarter of his time. Jason is also a partner with James and Redditt, Inc. selling property and casualty insurance, dedicating a few hours per week.