Jason Minard is a CFP-designated registered investment advisor at Tweedy, Browne Company LLC, based in Stamford, CT, with 29 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 224 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tweedy, Browne Company LLC charges a percentage of invested equity annually. There is no charge on cash reserves for most clients. Fees vary based on account type and strategy:
- Global and International Strategy (Private Accounts): 1.5% of invested equity annually.
- U.S. Equity/ADR (Private Accounts): 1.5% on the first $25 million of invested equity and 1.25% on the remaining balance.
- Global High Dividend Strategy (Private Accounts): 1.25% of invested equity annually.
- Institutional Accounts: 0.85% on the first $100 million of invested equity and 0.75% on the remaining balance.
Charitable private accounts may be eligible for a 10% discount. The firm may negotiate different fee arrangements with clients.
Location
One Station Place, Stamford, CT, 06902
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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.
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Jason serves as Vice President of Tweedy, Browne Fund Inc., an investment-related business. He devotes time on an as-needed basis.
Employment History
Current Registrations
Tweedy, Browne Company LLC
Amg Distributors, INC.
Amg Distributors, INC.Broker
Previous Registrations
Tweedy, Browne Company LLC
Tweedy, Browne Company LLCBroker
Counsellors Securities INC.Broker
State Registrations53 states
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