Jason Frederick Stadsholt
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 $1000K | 1.30% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.55% |
Fee Estimator
Advisory fees are negotiable and may be higher or lower than the standard advisory fee, but will not exceed 2% annually. Financial planning is billed hourly at $300 per hour, but a minimum rate of $150/hour may be negotiated. The Midwestern Securities Beacon Portfolios have an annual fee of $40, billed quarterly in $10 increments, which may be waived if the client’s assets invested in Beacon Portfolio exceed $25,000. The firm charges a $50 annual fee on non-discretionary IRA accounts held at NFS.
Areas of Practice
Advisor Information
Office location
112 S Orange Street, Havana, IL, 62644
Get directionsRegulatory History (3)
Customer Dispute
August 2008Employment Separation After Allegations
January 2007Customer Dispute
January 2007Other Business ActivitiesSells Insurance
Jason works as a financial advisor at Havana National Bank, dedicating full-time hours to this role. He also engages in various insurance-related activities, including health, farm, and crop insurance sales, and serves as a service agent for United Life Ins Co, dedicating minimal time to each.