Jason Torrey-Payne
Jason Torrey-Payne is a registered investment advisor at Torrey-Payne Wealth Management, based in Pasadena, CA, with 28 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, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 237 clients with $180M 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 $1000K | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable based on factors like relationship size, householding, level of service, and trading activity. Employees and their family related accounts are charged a reduced fee for services.
Fee Estimator
Location
32 S Raymond Ave, Ste 2, Pasadena, CA, 91105
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
April 2025Customer Dispute
September 2001Employment History
Current Registrations
Torrey-Payne Wealth Management
The Leaders Group, INC.Broker
The Leaders Group, INC.
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
UBS Financial Services INC.
UBS Financial Services INC.Broker
H&r Block Financial Advisors, INC.Broker
State Registrations6 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.