Jason Prattes is a registered investment advisor at Prattes Wealth Partners, based in Newport Beach, CA, with 21 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, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 109 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prattes Wealth Partners charges a percentage of the assets they manage, up to a maximum of 1.5% annually. The exact fee is negotiated with each client based on factors like the amount of assets, future deposits, and the services provided. Fees are typically billed quarterly. Clients authorize the deduction of fees from their accounts held by a qualified custodian.
Location
620 Newport Center Drive, Suite 1100, Newport Beach, CA, 92660
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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
Prattes Wealth Partners
Previous Registrations
Pence Wealth Management, INC.
LPL Financial LLC
Financial Advocates Investment Management
LPL Financial LLCBroker
LPL Financial Corporation
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Financial Telesis INCBroker
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.