Jason Park is a registered investment advisor at Margo Park Financial, based in San Diego, CA, with 13 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 64 clients with $28M 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 $1.5M | 1.50% |
| $1.5M - $2.0M | 1.40% |
| $2.0M - $2.5M | 1.30% |
| $2.5M - $3.0M | 1.20% |
| $3.0M - $3.5M | 1.10% |
| $3.5M - $4.0M | 1.00% |
| $4.0M - $4.5M | 0.90% |
| $4.5M - $5.0M | 0.80% |
| $5.0M - $5.5M | 0.70% |
| $5.5M - $6.0M | 0.60% |
| $6.0M - $6.5M | 0.50% |
| $6.5M+ | 0.40% |
Fees are generally non-negotiable, except for financial planning fees. Donor-Advised Funds: 1.50% on all assets. Business Accounts: 0.50% on all assets.
Fee Estimator
Location
501 W Broadway, Suite 800, San Diego, CA, 92101
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 is a licensed insurance agent who may recommend insurance products as part of financial and estate planning. He donates 100% of profits from insurance sales and dedicates a few hours per week to this activity.
Employment History
Current Registrations
Margo Park Financial
Previous Registrations
Margo Park Financial
Investment Advisors
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.