Jason Bukowsky
Jason Bukowsky is a registered investment advisor at Charles Schwab & CO., INC., based in Towson, MD, with 22 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
2 East Joppa Road, Suite 110, Towson, MD, 21286
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2020Customer Dispute
November 2010Other Business Activities
Jason is self-employed in Charleston, South Carolina, owning rental property since 2014. He dedicates minimal time to property management, and the activity is not investment-related.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations20 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.