Jason Mickey
Jason Mickey is a registered investment advisor at Wealth Management Group, based in Houston, TX, 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, High Net Worth, and 4 more. Their firm serves 170 clients with $32M 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 $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.10% |
| $1M+ | 1.05% |
Fees range between 0.25% and 2.5% overall depending on the account type and service. Mutual fund allocation programs range from 0.25% to 0.65%. Fees are negotiable.
Fee Estimator
Location
Houston, TX
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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 an independent health insurance broker since 2017, writing individual and group health insurance and fixed/immediate annuities. This activity takes minimal time.
Employment History
Current Registrations
Wealth Management Group
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
MML Investors Services, LLCBroker
MML Investors Services, LLCBroker
Park Avenue Securities LLCBroker
New England SecuritiesBroker
Nylife Securities INC.Broker
State Registrations2 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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