Jason Moore is a registered investment advisor at Hicks Capital Management, LLC, based in Columbus, OH, with 30 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 258 clients with $300M 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 | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.05% |
| $3M+ | 1.05% |
Fees above $3,000,000 are negotiable. At the sole discretion of the Registrant, the Registrant may choose to provide its investment advisory services at a fixed percentage % rate.
Fee Estimator
Location
4200 Regent Street, Suite 200, Columbus, OH, 43219
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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 →Other Business Activities
Jason has personal real estate leased to Antero Resources for oil and gas exploration, dedicating minimal time to this activity. He is also a Private Wealth Advisor at Hicks Capital Management, LLC, spending nearly full-time on financial planning.
Employment History
Current Registrations
Hicks Capital Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Olde Discount CorporationBroker
State Registrations6 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.