Jason Gresham
Jason Gresham is a CFP-designated registered investment advisor at Wealth Management of the Bluegrass, LLC., based in Lexington, KY, with 14 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 186 clients with $170M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Fees may also be charged as a flat percentage rather than varying each month based on the value of assets at the end of each month. Advisory fees will not exceed our maximum standard advisory fee for annuity and insurance contracts.
Fee Estimator
Location
424 Lewis Hargett Circle, Suite 250, Lexington, KY, 40503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wealth Management of the Bluegrass, LLC.
Previous Registrations
Tiaa-Cref Advice and Planning Services
Chase Investment Services CORP.
Banc One Securities Corporation
State Registrations1 state
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