Jason Pueschel is a registered investment advisor at Saxony Capital Management, LLC, based in Hebron, CT, with 28 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 762 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 $500K | 2.20% |
| $500K - $1.0M | 1.90% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees and commissions are negotiable with each client. The schedule represents maximum fees and includes an annual platform fee of 0.20%.
Fee Estimator
Location
Hebron, CT
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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
Jason is involved in several businesses, including Alternative Wealth Management, LLC, AWM Capital Markets LLC, AWM Holdings, LLC, Alternative Tax Management, LLC, and AWM Clean Energy Fund, LLC. These roles range from fund management to tax preparation, taking up varying amounts of Jason's time from minimal to about half his time.
Employment History
Current Registrations
Saxony Capital Management, LLC
Patrick Capital Markets, LLC
Patrick Capital Markets, LLCBroker
Previous Registrations
Saxony Capital Management, LLC
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Preferred Capital Securities, LLCBroker
Edi Financial, INC.Broker
Bluerock Capital Markets LLCBroker
Patrick Capital Markets, LLCBroker
National Planning CorporationBroker
Saxony Securities, INC.Broker
Saxony Capital Management, LLC
Patrick Capital Markets, LLCBroker
Cole Capital CorporationBroker
Allianz Life Financial Services, LLCBroker
Old Mutual Investment PartnersBroker
Salomon Smith Barney INC.Broker
American Skandia Marketing, INC.Broker
Counsellors Securities INC.Broker
Nutmeg Securities, LTD.Broker
State Registrations37 states
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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