Jason Dumont
Jason Dumont is a registered investment advisor at Wealth Advisors Group, LLC, based in Coralville, IA, 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 Investment Management. Their firm serves 316 clients with $220M 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 | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M+ | 0.70% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
2771 Oakdale Boulevard,, Suite 4, Coralville, IA, 52241
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 1998Other Business ActivitiesSells Insurance
Jason is involved in various business activities, including owning a convenience store, land development companies, residential housing development, farm ground, real estate rentals, and a real estate holding company. He also works as an advisor for Wealth Advisors Group LLC, sells fixed insurance, and is a registered representative with Private Client Services.
Employment History
Current Registrations
Wealth Advisors Group, LLC
Previous Registrations
Private Client Services, LLCBroker
Sii Investments, INC.
Sii Investments, INC.Broker
Intersecurities, INC.
Intersecurities, INC.Broker
Washington Square Securities, INC.Broker
Locust Street Securities, INC.Broker
State Registrations2 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.