Jason Venditti
Jason Venditti is a registered investment advisor at Stirlingshire Investments, based in Port Charlotte, FL, with 20 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 760 clients with $180M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable up to 2.00%. Clients may also be charged an AIM Model Strategy Fee between 0.20% and 1.00%.
Fee Estimator
Location
Port Charlotte, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2013Employment Separation After Allegations
January 2009Other Business ActivitiesSells Insurance
Jason owns and operates Punta Gorda Insurance LLC, selling property and casualty insurance. He also sells life insurance under his own name.
Employment History
Current Registrations
Stirlingshire Investments
Stirlingshire Investments
Stirlingshire InvestmentsBroker
Previous Registrations
Hazard & Siegel, INC.Broker
Hazard & Siegel Advisory Services LLC
MML Investors Services, LLCBroker
Pinnacle Investments, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.