Jason Potts
Jason Potts is a registered investment advisor at Lifetime Wealth Management P.C., based in San Juan, PR, with 20 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 3 more. Their firm serves 106 clients with $180M 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 - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Some client contracts may reflect a higher/lower management fee that was agreed upon prior to the existing fee schedule and prior to the account minimums being set at $1,000,000 and/or a minimum net worth of 2 million. The firm also offers a performance-based fee arrangement for certain accounts with a minimum base advisory fee of 1% per year plus 10% of the gains exceeding a 7% hurdle rate.
Fee Estimator
Location
San Juan, PR
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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 owner of Lifetime Tax Advisors since 2008 and Lifetime Insurance Services since 2008, as well as the owner and sole managing member of RBPD, LLC since 2017 and managing member of LOTL Holdings, LLC since 2020. He also manages Lifetime Advisory Group, spending about a quarter of his time on management services.
Employment History
Current Registrations
Lifetime Wealth Management P.C.
Previous Registrations
Linsco/private Ledger CORP.
State Registrations2 states
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