Jason Rasmussen is a CFP-designated registered investment advisor at Soltis Investment Advisors, LLC, based in Southlake, TX, with 20 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, High Net Worth, Investment Management, and 1 more. Their firm serves 4,499 clients with $8.4B 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 - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees may vary and can be negotiated on an individual basis. For certain qualified accounts, performance-based fees may be offered.
Fee Estimator
Location
2131 E Kirkwood Blvd, Ste 130, Southlake, TX, 76092
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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
Soltis Investment Advisors, LLC
Previous Registrations
Slatestone Wealth LLC
Capital Markets Iq, LLC
Surety Wealth Management
State Registrations1 state
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