Jason Herber is a registered investment advisor at True Private Wealth Advisors, LLC, based in Salem, OR, with 22 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,490 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TPWA offers a managed account solution where they make investment decisions for you. The annual advisory fee will not exceed 2.25% of your portfolio's value, charged quarterly in advance. There is also a platform fee that will not exceed 0.25% annually, also charged quarterly in advance. TPWA's representatives have the option to offer a flat fee rate for smaller accounts.
Location
1781 Liberty Street Se, Suite 200, Salem, OR, 97302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason owns a 4-plex in Meridian, Idaho and is a member of 1781 Liberty, LLC, which owns and leases a two-story office building. He dedicates minimal time to building-related issues.
Employment History
Current Registrations
True Private Wealth Advisors, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
State Registrations2 states
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