Jason Kiss is a CFA, CFP-designated registered investment advisor at Cibc Private Wealth Advisors, INC., based in Birmingham, MI, with 25 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 9,236 clients with $68B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Standard fee schedule for Equity and Balanced Portfolios. Other portfolio types (Fixed Income, Cash, Wealth Management) have separate schedules. Minimum annual fee is $10,000. Fees are negotiable.
Fee Estimator
Location
34901 Woodward Avenue., Suite 200, Birmingham, MI, 48009
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 →Employment History
Current Registrations
Cibc Private Wealth Advisors, INC.
Previous Registrations
Aspiriant, LLC
Brownson, Rehmus & Foxworth, INC.
Bartlett & CO
State Registrations2 states
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
More Advisors
- Corbin Donaldson, CFPCibc Private Wealth Advisors, INC.
- James Howe, CFPLiberty Capital Management INC
- Jason Close, CFA, CFPMotive Wealth Advisors, LLC
- John Stein, CFAArax Advisory Partners
- George Sukkar, CFPPrivate Advisor Group, LLC
- Thomas Rafferty, CFPCitizens Securities, INC.