Jason Derosa
Jason Derosa is a CFP-designated registered investment advisor at Vertis Wealth, LLC, based in Bonita Springs, FL, 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 Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 682 clients with $120M 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 $2.0M | 0.95% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fee Estimator
Location
9990 Coconut Road, Office #260, Bonita Springs, FL, 34135
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 ActivitiesSells Insurance
Jason has been an insurance agent since 2006, providing insurance sales and services. This is an investment-related activity taking nearly full-time hours.
Employment History
Current Registrations
Vertis Wealth, LLC
Previous Registrations
Ae Wealth Management, LLC
Grace Capital Management, LLC
Morgan Stanley
Morgan StanleyBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations12 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.