Jason Young is a CFP-designated registered investment advisor at Creative Planning, based in Waxhaw, NC, 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B 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 $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.
Fee Estimator
Location
Waxhaw, NC
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2024Employment History
Current Registrations
Creative Planning
Previous Registrations
Mercer Global Advisors INC.
Windhaven Investment Management, INC.
Charles Schwab & CO., INC.
Wachovia Securities, LLC
Citigroup Global Markets INC.
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.
Exams
More Advisors
- Staci Howell, ChFCState Farm Investment Management CORP.
- David Schwarzkopf, CFPStrategic Advisers LLC
- Robert Hopkins, CFP, ChFCSchwab Wealth Advisory, INC.
- Brian Headrick, CFPLegend Private Wealth, LLC
- Andrew Alstyne, CFPHigh Rock Wealth Management
- Scott Clark, CFPSequoia Financial Group, L.L.C.