Jason Walsh is a registered investment advisor at Cresap, INC., based in Radnor, PA, with 28 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 585 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cresap Inc. offers investment management services through programs offered by Wells Fargo. The fees are negotiated between you and your advisor, and are based on the value of your account.
For non-discretionary accounts (where you approve each transaction):
- Asset Advisor Program: Fees are typically at or below 1.5% per year.
- Custom Choice Program: Fees are typically at or below 1.2% per year.
For discretionary accounts (where Cresap Inc. makes the investment decisions):
- Private Investment Management (PIM) Program: Fees are typically at or below 2% per year.
Fees are deducted quarterly from your account. There are no commissions on transactions within these fee-based advisory accounts, but there may be exchange fees or other regulatory fees.
Location
259 N. Radnor-Chester Rd. Ste. 140, Radnor, PA, 19087
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 ActivitiesSells Insurance
Jason acts as an agent on some insurance policy sales that are not recorded on the broker/dealer's books. This activity is insurance-related.
Employment History
Current Registrations
Cresap, INC.
Cresap, INC.Broker
Previous Registrations
Rutherford, Brown & Catherwood, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations22 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.