Jason Voelker is a CFP-designated registered investment advisor at Affiliated Financial Advisors INC, based in Milwaukee, WI, with 21 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 898 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Affiliated Financial Advisors charges an annual investment advisory fee based on the total assets under management. The standard fee is between 0.50% and 1.0% of the value of the assets in the account. This fee is negotiable based on various factors. Fees are billed quarterly in arrears based on the amount of assets managed at the close of business on the last business day of the previous quarter.
Location
2300 North Mayfair Road, Suite 405, Milwaukee, WI, 53226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is an employee of Affiliated Financial Advisors since 2003, spending full-time hours there. He also co-owns a duplex and owns Marson Property LLC, both real estate ventures, dedicating a few hours per week to each.
Employment History
Current Registrations
Affiliated Financial Advisors INC
Previous Registrations
Capital Financial Services, INC.
State Registrations1 state
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