Jason Tate
Jason Tate is a ChFC-designated registered investment advisor at Jason Tate Financial Consulting, LLC, based in Murfreesboro, TN, with 12 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 125 clients with $27M 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 | 1.50% |
| $250K - $500K | 1.20% |
| $500K+ | 0.90% |
Schedule is for discretionary portfolio management. Non-discretionary portfolio management is charged 0.9% per year on all asset levels.
Fee Estimator
Location
Murfreesboro, TN
Get directionsHistory
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 works as a personal financial counselor for Zeiders, a government contractor, providing financial education to servicemembers and their families. This is not an investment-related activity.
Employment History
Current Registrations
Jason Tate Financial Consulting, 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.