Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth offers various advisory programs with different fee structures. The PPS Custom Program (Transactions) assesses transaction charges for the purchase and sale of certain securities. The PPS Custom Program (Platform) assesses a quarterly platform fee that is asset-based rather than dependent on the volume of transactions to cover purchase and sale transactions and annual maintenance fee costs. Advisors may elect to pay the platform fee on a client’s behalf. Commonwealth also receives revenue-sharing payments from NFS based on client assets held by Commonwealth with NFS in non-Fidelity NTF and iNTF funds that participate in Fidelity’s NTF and iNTF programs and non-Fidelity TF funds that participate in Fidelity’s TF program.
Areas of Practice
Advisor Information
Office location
One Research Drive, Suite 100B, Westborough, MA, 01581
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 involved with Financial Foundations, selling fixed insurance and providing financial planning/consulting services. He is also a co-owner of Financial Foundation Inc., which facilitates securities, advisory, and insurance business, taking about a quarter of his time.