Jason Mcmillen
Jason Mcmillen is a registered investment advisor at Portland Private Wealth Management, INC., based in Bend, OR, with 20 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 455 clients with $240M 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 | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
In certain circumstances, fees may be negotiable.
Fee Estimator
Location
532 SW 13th Street, Suite 100, Bend, OR, 97702
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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 is a manager at Kells FC, and a coach at both Tualatin Hills United Soccer Club and Jesuit High School, all non-profit organizations. These activities take minimal time, about a quarter of his time, and about a quarter of his time, respectively.
Employment History
Current Registrations
Portland Private Wealth Management, INC.
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.
Morgan Stanley
State Registrations3 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.