Jason Bukowsky
Jason Bukowsky is a registered investment advisor at Charles Schwab & CO., INC., based in Towson, MD, with 23 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
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% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
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 Registrations22 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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