Jason Norris
Jason Norris is a CFA-designated registered investment advisor at Ferguson Wellman Capital Management, INC., based in Portland, OR, with 23 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,085 clients with $11B 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 $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Rates shown are for Ferguson Wellman equity and balanced portfolios. Fixed income only schedules are lower (0.45% down to 0.25%). West Bearing division charges 1.00% on the first $2,000,000 and 0.85% above $2,000,000. Fees may be negotiable based on portfolio size and complexity.
Fee Estimator
Location
888 SW Fifth Avenue, Suite 1200, Portland, OR, 97204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ferguson Wellman Capital Management, INC.
State Registrations1 state
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Exams
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