Jason Canzano is a registered investment advisor at Breakwater Asset Management, LLC, based in Hampton, NH, with 16 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 31 clients with $13M 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 | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.60% |
Investment Management fees are subject to negotiation. Accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Location
Hampton, NH
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 Activities
Jason is a director at Preferred Home Care & Nursing Services DBA Acceleron Medical Products, Inc. since 2013, managing and supervising business operations. This requires a full-time commitment, with most of the work occurring during securities trading hours.
Employment History
Current Registrations
Breakwater Asset Management, LLC
Previous Registrations
Phalanx Wealth Management, LLC
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.