Jason Curtis is a registered investment advisor at Lynnleigh & Company, LLC, based in Rochester, NY, with 12 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 290 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
All fees are negotiable. In limited circumstances, the firm may also provide these services for a fixed fee which will be negotiated on a case-by case basis. In addition, certain clients of the Firm may pay more than the fee listed below.
Fee Estimator
Location
260 East Main St., Suite 3400, Rochester, NY, 14604
Get directionsHistory
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 Activities
Jason operates under the DBA J. Curtis Wealth Advisory Services and is a sole owner of Free2Ski, LLC, which receives revenue from his activities as an IAR of LynnLeigh & Company, LLC. He also owns 12 Beach, LLC, a pass-through entity for rental property income.
Employment History
Current Registrations
Lynnleigh & Company, LLC
Previous Registrations
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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.