Jason Lank
Jason Lank is a registered investment advisor at Novadius Wealth Management, based in Overland Park, KS, with 19 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 270 clients with $170M 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 | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable based on the level of service needed and other factors. A flat fee option may also be available upon request for certain engagements.
Fee Estimator
Location
7300 West 110th Street, Suite 870, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2013Other Business ActivitiesSells Insurance
Jason operates as an insurance producer with ETF Store Financial Services LLC since 2013, offering a wide range of insurance solutions. This takes minimal time.
Employment History
Current Registrations
Novadius Wealth Management
Previous Registrations
The Mutual Fund Store
Northwestern Mutual Investment 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.
Exams
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