Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range from 0.0% to 2.00% annually, based on the complexity of services, level of assets, and overall relationship. Fees are negotiable. Clients may also pay advisory fees to Independent Managers, with the total fee not exceeding 3% annually. For selection of other advisors through a solicitor arrangement, Silver Grove shares in the advisory fee paid by the client directly to the third-party money manager. Financial planning fees may be higher if an estate planning or tax preparation package is needed.
Areas of Practice
Advisor Information
Office location
400 Sterling Drive, Orchard Park, NY, 14127
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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 operates JBM Health and Wealth Consulting LLC as a DBA for his LPL business, dedicating nearly full-time hours. He also provides investment advisory services through Silver Grove Financial Group, Inc., spending about half his time, and is a registered representative of LPL Financial, assisting clients in securities transactions.