Jason Mcpharlin is a registered investment advisor at Svb Wealth, based in Palm Beach Gardens, FL, with 20 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 1,451 clients with $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 $1.0M | 1.25% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $10.0M | 0.90% |
| $10M+ | 0.70% |
Accounts with a portfolio value of $1,000,000 or less can pay effective fees greater than (or equal to) 1.25%. In limited circumstances, SVBW might agree upon an engagement for a fixed annual dollar fee.
Fee Estimator
Location
11770 Us Highway 1, Suite E401, Palm Beach Gardens, FL, 33408
Get directionsHistory
Regulatory History (1)
Criminal
April 1988Employment History
Current Registrations
Svb Wealth
Previous Registrations
Banyan Partners, LLC
Rushmore Investment Advisors INC
Northstar Capital Management INC
State Registrations10 states
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.