Oscar Spain is a CFP-designated registered investment advisor at Jamison Private Wealth Management, INC., based in Milton, GA, with 16 years of industry experience. Oscar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Tax Planning. Their firm serves 534 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Certain assets classes, such as cash, money market mutual funds, certificates of deposit and other short-term cash equivalents, are not generally included in the fee calculation. JPWM may impose a minimum portfolio value and/or a minimum annual fee. JPWM may, at its discretion, make exceptions to the foregoing, negotiate special fee arrangements and/or discount or waive fees where JPWM deems it appropriate under the circumstances. Additionally, JPWM may aggregate account values per household in order to offer fee discounts based on the total amount of assets under management.
Fee Estimator
Location
12630 Crabapple Road, Suite 300, Milton, GA, 30004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Jamison Private Wealth Management, INC.
State Registrations1 state
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