Jason Connolly
Jason Connolly is a registered investment advisor at Private Client Services, LLC, based in Duluth, GA, with 27 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
2055 Sugarloaf Circle, Ste 200, Duluth, GA, 30097
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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 ActivitiesSells Insurance
Jason works full-time for Prime Capital Financial as an RIA and dedicates minimal time to fixed insurance sales as an agent. He also owns Paladin Capital Management LLC and CHHSZ Holdings, LLC, which provide business liability protection and own Prime Capital Investment Advisors, respectively.
Employment History
Current Registrations
Private Client Services, LLCBroker
Prime Capital Financial
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Royal Alliance Associates, INC.
Sugarloaf Wealth Management, LLC
Sugarloaf Wealth Management, LLC
Royal Alliance Associates, INC.Broker
State Registrations9 states
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