Jason White is a registered investment advisor at Dynamic Legacy Planning, based in Greenfield, IN, with 7 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 170 clients with $74M 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 $100K | 1.80% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.15% |
| $1.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for amounts over $5,000,000.
Fee Estimator
Location
17 N Pennsylvania St, Greenfield, IN, 46140
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jason is an owner/attorney at Dickmann Reason Bogigian & White, providing estate planning and elder law services. This non-investment related activity takes about half of his time.
Employment History
Current Registrations
Dynamic Legacy Planning
Previous Registrations
Cwm, LLC
Genuine Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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