Jason Joanis is a CFA-designated registered investment advisor at Slatestone Wealth LLC, based in Madison, WI, with 24 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 563 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SlateStone Wealth charges an annual fee based on the value of your portfolio using a tiered schedule. The fee percentage drops as the amount you invest increases:
- First $2,000,000 — 1.00% per year
- Next $3,000,000 (amounts between $2M and $5M) — 0.85% per year
- Next $5,000,000 (amounts between $5M and $10M) — 0.70% per year
- Next $10,000,000 (amounts between $10M and $20M) — 0.50% per year
- Amounts above $20,000,000 — 0.25% per year
There is a minimum annual fee of $10,000, which means smaller accounts will pay at least that amount regardless of portfolio size. Fees are generally calculated and billed quarterly in advance.
Location
525 Junction Rd, Madison, WI, 53717
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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 →Employment History
Current Registrations
Slatestone Wealth LLC
Previous Registrations
BMO Asset Management CORP.
BMO Asset Management CORP.
M&i Investment Management CORP.
Holt Smith & Yates Advisors INC
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.
Exams
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