Jason Anderson
Jason Anderson is a registered investment advisor at Equity Wealth Partners, LLC, based in Independence, MO, with 26 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, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 593 clients with $220M 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 $60K | 1.50% |
| $60K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for portfolios over $10,000,000. For Clients with less than $60,000 in assets under management, there is a minimum fee of $480 per household per year.
Fee Estimator
Location
4700 S Cedar Crest Ct, Independence, MO, 64055
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 ActivitiesSells Insurance
Jason engages in fiduciary activities, acting as attorney-in-fact, trustee, conservator, guardian, executor, or personal representative. He is also a licensed insurance professional, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Equity Wealth Partners, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations2 states
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