Jason Alderson is a CFP-designated registered investment advisor at Crusonia Wealth Advisors LLC, based in Denver, CO, with 10 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, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 79 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crusonia Wealth Advisors offers wealth advisory services where the maximum annual fee charged will not exceed 2.00%. The specific fee will be outlined in your advisory agreement. Fees are negotiable and are billed quarterly in advance or in arrears based on the value of your account on the last day of the previous quarter. These fees are deducted from your account. If a third-party investment manager is used, their fees are in addition to Crusonia Wealth Advisors' fees.
Location
3773 Cherry Creek Drive N, Suite 1025, Denver, CO, 80209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a managing member of Arcadia Investment Partners, LLC, a real estate business, since 2017, dedicating minimal time to collecting rent and managing property maintenance. He also serves as a board member/treasurer for Shalom Park/Beth Israel Foundation for the Aged and The Lowry Foundation, spending minimal time on each.
Employment History
Current Registrations
Crusonia Wealth Advisors LLC
Previous Registrations
Private Capital Management, LLC
Elbert Capital Management LLC
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Bok Financial Advisors
State Registrations1 state
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