Jason Polansky is a CFA-designated registered investment advisor at J.P. Capital Management, INC., based in Eugene, OR, with 23 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 41 clients with $77M 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 | 0.50% |
| $250K - $1.0M | 0.50% |
| $1M+ | 0.50% |
These fees are for Traditional Balanced Accounts. Allocation Accounts are charged 0.50% on all assets. Trading Long-Only Accounts are charged 1.50% on all assets. Trading Accounts are charged a performance-based fee ranging between 16.00% - 20.00% of all “New Net Profits”.
Fee Estimator
Location
4990 Hunters Glen Dr, Eugene, OR, 97405
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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
J.P. Capital Management, INC.
Previous Registrations
Kms Financial Services, INC
State Registrations2 states
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