Jason Dhooghe
Jason Dhooghe is a CFP-designated registered investment advisor at Vermillion Financial Advisors, INC., based in South Barrington, IL, with 4 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 280 clients with $370M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.31% |
| $2.0M - $3.0M | 1.13% |
| $3.0M - $5.0M | 0.94% |
| $5M+ | 0.75% |
Fees are annualized and cover the Investment Portfolio and Monitoring Services (IPRAMS). Fees vary based on the frequency of reporting (Quarterly, Semi-Annual, or Annual).
Fee Estimator
Location
16 Executive Ct, Suite 3, South Barrington, IL, 60010
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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
Wealth Enhancement Group is a DBA for Wealth Enhancement Advisory Services activities. Jason spends no time on this activity.
Employment History
Current Registrations
Vermillion Financial Advisors, INC.
Previous Registrations
Wealth Enhancement Advisory Services, LLC
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.