Jason Romero is a registered investment advisor at Asset Dedication, LLC, based in San Francisco, CA, with 11 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, Investment Management. Their firm serves 2,002 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset Dedication charges an investment management fee based on a percentage of the total assets managed.
- For clients of third-party advisors, the maximum investment management fee is 0.35%.
- For clients of in-house advisors, the maximum fee is 1.85% of assets under management.
Fees are negotiable on a case-by-case basis. Affiliated advisors may charge additional flat fees for financial planning and other services in addition to or in lieu of the investment management fee.
Location
220 Montgomery Street, #1098, San Francisco, CA, 94104-3475
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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 Activities
Jason drives a racecar for Folsom Lake Asphalt Racing, spends a significant amount of time as a trader for Genovese Burford & Brothers Asset Management, and is the founder and owner of Prairie City QSAC, a remote control car social club. His trading role takes up about two-thirds of his time.
Employment History
Current Registrations
Asset Dedication, LLC
Previous Registrations
Asset Dedication, LLC
Genovese Burford & Brothers Wealth and Retirement Plan Mgmt, LLC
Royal Alliance Associates, INC.Broker
State Registrations1 state
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