Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm's most common fee structure is a percentage of assets under management, typically ranging from 0% to 2.80% of the client’s portfolio balance, charged quarterly in arrears. Certain retail clients have negotiated a progressive (tiered) fee. International clients may incur a one-time set-up fee of $350-$750, with a minimum annual AUM fee of $480 (unless waived). Business consulting clients are charged an hourly rate of $350 per hour with a minimum non-refundable retainer of $5,000 (unless waived), or a flat fee, or a percentage of revenue. Financial planning clients pay flat fees billed monthly in arrears. Qualified clients may pay incentive or performance fees ranging from 0% to 20%. All fees are negotiable.
Areas of Practice
Advisor Information
Office location
Arlington, TX
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 a managing partner at Brightsmith Advisors LLC, where he is involved in insurance sales, business consulting, and CPA team-based model services. He also serves as a board member for Family Promise of GWIN and is a partner in Bed Head Rentals, dedicating about half his time to these activities.