JD
CFP
JD
CFP

Jason Paul Dye

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
506 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$819.2M

Fee Structure

Minimum Investment:$1M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.80%
$5.0M - $10.0M0.70%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$12,500
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Location

1900 Gallows Road, Suite 350, Tysons, VA, 22182

Get directions

History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mclean Asset Management CORP.
January 2015 - Present · 11 yrs 1 mo
Previous Registrations
Raymond James & Associates, INC.
March 2014 - November 2014 · 8 mos
Glass Jacobson Investment Advisors, LLC
October 2012 - February 2014 · 1 yr 4 mos
Tuttle Wealth Management, LLC
February 2012 - July 2012 · 5 mos
Greenspring Wealth Management, INC.
January 2009 - November 2011 · 2 yrs 10 mos
Citigroup Global Markets INC.
October 2008 - February 2009 · 4 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.