Jason Lipka
Jason Lipka is a registered investment advisor at Kathmere Capital Management, LLC, based in Wayne, PA, with 24 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, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 779 clients with $2.5B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.40% |
| $50M+ | 0.40% |
All Investment Management Services fees are negotiable at our discretion.
Fee Estimator
Location
435 Devon Park Drive, Suite 715, Wayne, PA, 19087
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2022Other Business Activities
Jason is an Investment Adviser Representative at Kathmere Capital Management, LLC since March 2024, servicing a retirement book of business. This takes about half of his time, and all hours are during trading hours.
Employment History
Current Registrations
Kathmere Capital Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Principal Securities, INC.
Principal Securities, INC.Broker
Commonwealth Financial NetworkBroker
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
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.