Jason Beischel
Jason Beischel is a CFP-designated registered investment advisor at Daymark Wealth Partners, LLC, based in Cincinnati, OH, with 23 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, Investment Management, and 3 more. Their firm serves 2,107 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DayMark Wealth Partners offers two investment management services:
- Asset Management: The annual fee will not exceed 1.75% of the value of your account, billed quarterly in advance. Fees are negotiable.
- Comprehensive Portfolio Management: The annual fee will not exceed 2.00% of the value of your account, billed quarterly in advance. Fees are negotiable. If an account is being charged a minimum account program fee because of the total market value of the account, the advisory fee charged can be higher than the stated maximum annual fee quoted above.
Clients may also incur fees charged by third-party managers if those managers are used.
Location
9675 Montgomery Road, Ste 201, Cincinnati, OH, 45242
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 the treasurer for Treetops of Anderson, dedicating about 10-20% of his time to writing checks for neighborhood upkeep. He also acted as an insurance agent for Legal and General (Banner Life Insurance Company) in June 2024, spending minimal time on a one-time sale of an insurance policy.
Employment History
Current Registrations
Daymark Wealth Partners, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
UBS Financial Services INC.
UBS Financial Services 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.