Jason Daugherty
Jason Daugherty is a registered investment advisor at World Equity Group, INC., based in Acworth, GA, with 19 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,151 clients with $1B 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 $75K | 0.47% |
| $75K - $750K | 0.42% |
| $750K+ | 0.35% |
Schedule includes the firm platform fee and tax overlay fee; third-party manager fees and representative fees are extra and negotiable. Accounts between $25k and $50k using the ETF Select model pay a flat 1.50% annual fee.
Fee Estimator
Location
Acworth, GA
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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 →Other Business ActivitiesSells Insurance
Jason is the President of Triumph Wealth Advisors, Inc., a Registered Investment Advisor, dedicating full-time hours to this role. He is also the Vice President of Triumph Insurance Advisors Inc., focusing on insurance broker compliance and operations, which takes about five times the hours of a full-time job. Jason also owns Generations Auto Sales, spending a few hours per week on research, sourcing, and purchasing.
Employment History
Current Registrations
World Equity Group, INC.
World Equity Group, INC.Broker
Triumph Wealth Advisors, INC.
Previous Registrations
Taylor Capital Management INC.Broker
Raike Financial Group INC.Broker
State Registrations3 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
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