Jason Romano is a CFP-designated registered investment advisor at Threadline Wealth, based in Los Angeles, CA, with 31 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 1,246 clients with $5.8B 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% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are calculated on a graduated basis. Threadline Wealth reserves the right to negotiate fees based on factors including account size, complexity, and anticipated future assets. Institutional clients have a separate fee schedule.
Fee Estimator
Location
11766 Wilshire Boulevard, Suite 900, Los Angeles, CA, 90025
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 1997Employment History
Current Registrations
Threadline Wealth
Previous Registrations
Moss Adams Securities & Insurance LLCBroker
Aig Financial Advisors, INC.Broker
Sentra Securities CorporationBroker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Lazar Frederick & CompanyBroker
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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