Marcus Jasso
Marcus Jasso is a registered investment advisor at Overlook Park Wealth, LLC, based in Humble, TX, with 24 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 78 clients with $7.6M 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 $50K | 2.00% |
| $50K - $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
619 E 1st Street, Suite 200, Humble, TX, 77338
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2004Other Business ActivitiesSells Insurance
Marcus is a sole proprietor involved in team building and coaching, dedicating about a quarter of his time. He also owns a religious gift/novelty e-commerce business, spending a few hours per week on it, and a timeshare property, requiring minimal time. Additionally, Marcus works as an independent insurance agent, spending a few hours per week on this activity.
Employment History
Current Registrations
Overlook Park Wealth, LLC
Previous Registrations
Sovereign Wealth Advisors LLC
LPL Financial LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.