JB
CFP
JB
CFP

Jason Robert Baldus

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
3,953 clients
Average Client Portfolio
$723K average
Assets Under Management
$2.9B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.33%
$250K - $500K1.28%
$500K - $750K1.23%
$750K - $1.0M1.13%
$1.0M - $5.0M1.00%
$5M+1.00%

Fees are negotiable above $5,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1401 South Brentwood Boulevard, Suite 700, St. Louis, MO, 63144

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jason may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products.

Employment History
Current Registrations
Visionary Wealth Advisors, LLC
April 2014 - Present · 11 yrs 10 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
September 2012 - April 2014 · 1 yr 7 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.