Jason Ranallo is a CFA-designated registered investment advisor at Vector Wealth Management, based in Minneapolis, MN, with 12 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 844 clients with $1.5B 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 - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fee schedule is for new clients who retain Vector after March 31, 2019. Clients receiving multiple services such as asset management, investment coaching, and/or financial planning services can be charged a fixed fee at Vector's discretion.
Fee Estimator
Location
43 Main Street Se, Suite 236, Minneapolis, MN, 55414
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Vector Wealth Management
Previous Registrations
Vector Wealth Management, LLC
State Registrations1 state
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