Jason Kopp is a registered investment advisor at Crg Wealth, LLC, based in Clear Lake, MN, with 7 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 7 clients with $3.1M 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 $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Clients may also be directed to Charles Schwab Institutional Intelligent Portfolios with the following fee schedule: $0 - $100,000: 1.00% $100,001 - $250,000: 0.88% $250,001 - $500,000: 0.75% $500,001 - $1,000,000: 0.63% $1,000,001 - AND UP: 0.5%
Fee Estimator
Location
6083 125th Ave Se, Clear Lake, MN, 55319
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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 Activities
Jason owns a two-unit building, residing in one unit and renting out the other. The gross rental income is $25,200 annually.
Employment History
Current Registrations
Crg Wealth, LLC
Previous Registrations
Avatar Securities, LLCBroker
Great Point Capital LLCBroker
PFS Investments INC.Broker
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.