Jason Kane is a CFP-designated registered investment advisor at Kane Company Wealth Management, INC., based in Johnston, IA, with 9 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, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 198 clients with $280M 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 $200K | 1.20% |
| $200K - $500K | 0.80% |
| $500K - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.30% |
Fees may be negotiable.
Fee Estimator
Location
8831 Thomas Avenue, Suite 200, Johnston, IA, 50131-8005
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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 →Employment History
Current Registrations
Kane Company Wealth Management, INC.
Previous Registrations
Creative Planning
Commonwealth Financial NetworkBroker
State Registrations2 states
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