Jason Houghton is a registered investment advisor at Sunrise Financial Services LLC, based in Burien, WA. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 271 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sunrise Financial Services offers investment management with fees based on the amount of your portfolio. There are two fee schedules depending on the platform used:
AE Wealth Management, LLC:
- First $1,000,000: 1.20% per year
- Amounts over $1,000,000: 1.0% per year
For stocks or other holdings managed outside of Sunrise models, the annual fee is 0.50%.
American Funds Service Company:
- Up to $499,999: 1.00% per year
- $500,000 to $1,999,999: 0.85% per year
- $2,000,000 to $4,999,999: 0.50% per year
- $5,000,000 and Over: 0.35% per year
Fees may be negotiable. Accounts within the same household may be combined for a reduced fee.
Location
431 SW Ambaum Blvd, Burien, WA, 98166
Get directionsHistory
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 insurance agent with Sunrise Financial Services LLC since 2022. This investment-related activity takes about 10-20% of his time.
Employment History
Current Registrations
Sunrise Financial Services LLC
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.