JS
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
20 advisors
Number of Clients
1,494 clients
Average Client Portfolio
$197K average
Assets Under Management
$294.8M
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.3M | 1.00% |
| $1.3M - $2.3M | 0.75% |
| $2.3M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$250
The firm charges an annual fee based on assets under management. Estate planning services are included for portfolio management clients. For non-portfolio management clients, estate planning services are a flat $250 fee. The annual fee for retirement plan advisory services is up to 0.50% of plan assets and is negotiable.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
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Advisor Information
Office location
530 Vance Road, Saint Louis, MO, 63088
Get directionsRegulatory History (1)
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Employment Separation After Allegations
March 2023Other Business ActivitiesSells Insurance
Jason is a licensed insurance agent, which presents a conflict of interest. VCI Wealth Management LLC addresses this conflict by requiring its supervised persons to act in the best interest of the client at all times.
Employment History
Current Registrations
Fefa Financial
July 2023 - Present · 2 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2018 - April 2023 · 4 yrs 8 mos
Wells Fargo Clearing Services, LLC Broker
February 2015 - April 2023 · 8 yrs 2 mos
State Registrations2 states
TXWA
Advisor
Exams
No exam information available for this advisor.