Jason Rericha
Jason Rericha is a registered investment advisor at Tru Independence Asset Management, LLC, based in Charlotte, NC, 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 Investment Management. Their firm serves 1,261 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
YellowWood Wealth offers investment management for an annual fee based on the value of your portfolio. This fee typically ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio and the services provided. The fee is calculated monthly, in advance, based on the market value of your portfolio on the last day of the previous month. YellowWood Wealth reserves the right to charge a minimum fee of $3000 during the initial period of an engagement.
Location
1515 Mockingbird Lane, Suite 880, Charlotte, NC, 28209
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is a Managing Director at YellowWood Wealth Solutions, LLC, a Registered Investment Advisor (RIA), dedicating most of his time as a financial advisor. He is also a Registered Representative with APW Capital and sells insurance as Jason Rericha - Insurance, spending a few hours per week on insurance-related activities.
Employment History
Current Registrations
Tru Independence Asset Management, LLC
Apw Capital, INC.Broker
Previous Registrations
Yellowwood Wealth Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 states
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