Jason Rasp is a registered investment advisor at Rasp Wealth Solutions, LLC, based in Fishers, IN, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 67 clients with $100M 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 - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10,000,000. The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range.
Fee Estimator
Location
Fishers, IN
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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 →Employment History
Current Registrations
Rasp Wealth Solutions, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
UBS Painewebber INC.Broker
Natcity Investments, INC.Broker
State Registrations1 state
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