Jason Mcelwee is a registered investment advisor at Mariner Wealth, based in Overland Park, KS, with 32 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
5700 W. 112th Street, Suite 500, Overland Park, KS, 66211
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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
Mariner Wealth
Previous Registrations
Msec, LLCBroker
Tortoise Securities, LLCBroker
Tortoise Investments Partners, LLC
Montage Investments, LLC
Montage Securities, LLCBroker
Montage Securities, LLCBroker
Mariner Wealth Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Commerce Brokerage Services, INC.Broker
Aegon USA Securities INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations1 state
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