| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable and determined for each individual client.
3075 Townsgate Road, Suite 350, Westlake Village, CA, 91361
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Learn about disclosures →Jason sells insurance products through Avantax Insurance and other providers, dedicating about 10-20% of his time to Avantax. He also engages in real estate referrals, provides financial advice, teaches at Grantham University and UCLA, and works as a personal financial counselor for Magellan.