Jason Bass is a registered investment advisor at Cordatus Wealth Management LLC, based in Yardley, PA, 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 314 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cordatus Wealth generally charges between 0.00% and 1.50% per year of the value of your investments. The exact fee depends on factors like the size of your account and the complexity of your assets. Fees are negotiable. Financial planning is available for a fixed fee, generally between $500 and $1,000 per plan.
Location
95 S. Main Street, Yardley, PA, 19067
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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.
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Jason is part of Cordatus Wealth Management, an independent RIA, dedicating a significant portion of his time to this investment-related business. He also serves as a board member for Business 2 Business Assoc. and the YMCA, and is a member of Cordatus Wealth Properties, dedicating minimal time to each of these non-investment related activities.
Employment History
Current Registrations
Cordatus Wealth Management LLC
Prospera Financial Services, INC.Broker
Previous Registrations
Prospera Financial Services, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations10 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.