Jason Mcgarraugh is a CFP-designated registered investment advisor at Bentoak Capital, based in Katy, TX, 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 798 clients with $970M 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 | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.75% |
Fees are negotiable based on account size, complexity, and relationship length. Accounts over $7,000,000 have negotiable rates.
Fee Estimator
Location
24650 Kingsland Blvd, Katy, TX, 77494
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Jason is a licensed Texas insurance agent since 2004, selling life insurance products, dedicating minimal time to this activity. He is also a registered representative with LPL Financial since 2006, spending about 10% of his time on this. Since 2024, Jason provides investment advisory services through Garrett Wealth Advisory Group, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Bentoak Capital
Previous Registrations
Neal Financial Group, L.P.
LPL Financial LLCBroker
LPL Financial LLC
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
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
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