Jason Peery is a PFS-designated registered investment advisor at Grow Rasmussen Consulting LLC, based in Boise, ID, with 24 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 124 clients with $52M 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 | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable over $2,000,000. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
12550 W Explorer Drive, #275, Boise, ID, 83713
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 Activities
Jason is a managing partner at Grow Rasmussen LLP, an accounting firm, dedicating significantly more than full-time hours to this role. He is also a shareholder in Grow Rasmussen Management Inc. and a partner in Alpine Real Estate LLP, spending minimal time on each of these activities.
Employment History
Current Registrations
Grow Rasmussen Consulting LLC
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.