Jason Barrett Moore

Strategic Wealth Investment Group, LLC

23 Years of Experience

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Firm Information

Strategic Wealth Investment Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

29 advisors

Number of Clients

4,628 clients

Average Client Portfolio

$240K average

Assets Under Management

$1.1B

Fee Structure

Minimum Investment:$25K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.50%
$1.0M - $2.5M	1.00%
$2.5M - $5.0M	0.75%
$5M+	0.50%

Fees are negotiable depending upon the needs of the client and complexity of the situation.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Investment advisory fees are based on assets under management, as detailed in the fee table. These fees are negotiable. Financial planning fees are also negotiable and are paid in advance, but never more than six months in advance. There is a minimum account size of $25,000, which may be waived.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Advisor Information

Office location

Louisville, KY

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Regulatory History

Clean regulatory record

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.