Jason Graybill is a CFA-designated registered investment advisor at Carret Asset Management, LLC, based in Denver, CO, with 13 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 2,588 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and will not exceed 1.25% annually. The representative generally maintains the authority to determine/negotiate the percentage advisory fee. Thus, a conflict of interest is presented because the higher the advisory fee, the greater the representative’s (and Registrant’s) compensation.
Fee Estimator
Location
201 Milwaukee Street, Suite 200, Denver, CO, 80206
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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 is a 60% owner of JRG Realty, LLC, a real estate investment company, since 2005. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Carret Asset Management, LLC
Previous Registrations
Abner Herrman & Brock, LLC
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.