Jason Smith
Jason Smith is a registered investment advisor at Four Quadrant Wealth Advisors, INC., based in Indianapolis, IN, with 25 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 100 clients with $220M 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 $1.0M | 2.00% |
| $1M+ | 1.50% |
Current clients may be grandfathered under the previous fee of 1.50%. Fees are non-negotiable.
Fee Estimator
Location
Indianapolis, IN
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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 →Other Business ActivitiesSells Insurance
Jason provides dental practice consulting as CEO and owner since 2001, dedicating minimal time. He also works as an insurance broker since 1999, writing disability insurance through Union Central Life, and volunteers on the finance committee for Joy's House.
Employment History
Current Registrations
Four Quadrant Wealth Advisors, INC.
Previous Registrations
Lincoln Financial Advisors Corporation
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.