Jason Horg
Jason Horg is a registered investment advisor at Perennial Financial Services, based in Fresno, CA, 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 Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,899 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Perennial Investment Advisors manages investments through LPL Financial or Fidelity. The maximum annual fee is 2.00% of the account value, billed quarterly in advance. Fees are negotiable. The firm also utilizes SEI programs and Envestnet programs, with fees up to 2.00% of assets. For held away accounts, the advisory fee is deducted from another client account or invoiced directly to the client.
Location
7815 N. Palm, Suite 220, Fresno, CA, 93711
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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 →Other Business ActivitiesSells Insurance
Jason sells fixed insurance (non-variable) and dedicates about 10-20% of his time to it. He also works as a Registered Investment Advisor through Perennial Investment Advisors LLC and Horg Wealth Management, spending about half his time on these activities, and is an agent for Perennial Legacy Insurance Solutions, spending a few hours per week.
Employment History
Current Registrations
Perennial Financial Services
LPL Financial LLCBroker
Previous Registrations
Mariner Independent
Capital Financial Services, INC.Broker
State Registrations10 states
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