Julie Jason
Julie Jason is a registered investment advisor at Jackson, Grant Investment Advisers, INC., based in Stamford, CT, with 33 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 94 clients with $580M 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 $5.0M | 0.85% |
| $5.0M - $10.0M | 0.68% |
| $10.0M - $15.0M | 0.62% |
| $15.0M - $20.0M | 0.59% |
| $20.0M - $25.0M | 0.57% |
| $25M+ | 0.56% |
Rates shown are sample annual rates for new clients at various portfolio values. The firm does not negotiate rates but reserves the right to reduce them in special circumstances such as for family members.
Fee Estimator
Location
Two High Ridge Park, Stamford, CT, 06905
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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
Jackson, Grant Investment Advisers, INC.
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.
Exams
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