Jason Tank is a CFA, CFP-designated registered investment advisor at Front Street Wealth Management, based in Traverse City, MI, with 16 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 68 clients with $81M 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 $1.0M | 1.35% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $4.0M | 0.25% |
| $4M+ | 0.15% |
Minimum annualized fee for new wealth management clients is $10,000. Fees may be adjusted based on various criteria.
Fee Estimator
Contact
Jason Tank
Location
310 W. Front Street Suite 403, Traverse City, MI, 49684
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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 →Employment History
Current Registrations
Front Street Wealth Management
State Registrations1 state
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
Additional Information
Jason is the founder of Front Street Wealth Management, serving individuals and families as a fee-only wealth manager in the Traverse City area for over two decades.