Jason Roeske is a registered investment advisor at Speece Thorson Capital Group INC, based in Minnetonka, MN, with 29 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 28 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fee schedule is for separately managed and sub-advisory accounts opened on or after January 1, 2025. For accounts opened prior to January 1, 2025: 0.7% - first $10 million; 0.5% - next $20 million; 0.3% - next $20 million; 0.2% on assets over $50 million. Assets invested in the ST Capital Group Value Fund will be charged a 1% fee by the fund. Accounts primarily invested in the fund will be charged an annual fee of 0.25% on assets managed outside the fund.
Fee Estimator
Location
601 Carlson Parkway, Suite 850, Minnetonka, MN, 55305-5231
Get directionsHistory
Regulatory 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 Activities
Jason works as a compliance consultant for Encore Group, providing compliance and regulatory support to financial firms since 2023. This non-investment related activity takes nearly full-time hours.
Employment History
Current Registrations
Speece Thorson Capital Group INC
Oakwood Capital, INC.
Oakwood Capital Securities, INC.Broker
Previous Registrations
Ehlers
Lake Street Capital Markets, LLCBroker
Locorr Distributors, LLCBroker
Welsh Securities LLCBroker
Ameriprise Financial Services, INC.
American Enterprise Investment Services INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Fbs Investment Services, INC.Broker
Hayne, Miller Financial, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.