Jason Anderson
Jason Anderson is a registered investment advisor at Investment Research CORP, based in Denver, CO, with 15 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 177 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IRC clients pay a single annual fee for the wrap fee program, based on a percentage of the portfolio's market value or a flat fee, whichever they choose. The client can choose a $3,000 flat fee, or a fee based on a percentage of the account value for 0.5%, 1.0%, 1.5% or another percent value mutually agreed upon. The maximum fee is 2.0% of assets under management, not including program, product, custodial, or mutual fund fees.
Location
1636 North Logan Street, Denver, CO, 80203
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Regulatory History (1)
Regulatory
June 2013Other Business ActivitiesSells Insurance
Jason works as a tax analyst for the U.S. Department of the Treasury, dedicating full-time hours to this role. He is also an insurance agent (life and health) and sole proprietor under Anderson Investment Services, and an investment advisor representative, spending a few hours per week on each of these activities.
Employment History
Current Registrations
Investment Research CORP
World Capital Brokerage, INC.Broker
World Capital Brokerage, INC.
Previous Registrations
World Capital Brokerage, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
State Registrations5 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.