Jason Joanis is a CFA-designated registered investment advisor at Slatestone Wealth LLC, based in Jupiter, FL, with 23 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 536 clients with $1.7B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable above $10 Million. Fees start at 1.25% for relationships below the investment minimum and scale down based on the level of assets under management.
Fee Estimator
Location
661 University Blvd, Suite 100, Jupiter, FL, 33458
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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 →Employment History
Current Registrations
Slatestone Wealth LLC
Previous Registrations
BMO Asset Management CORP.
BMO Asset Management CORP.
M&i Investment Management CORP.
Holt Smith & Yates Advisors INC
State Registrations1 state
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.