Jason Henrich is a CFP-designated registered investment advisor at Mbe Wealth Management, LLC, based in Tomah, 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 Investment Management, Retirement Planning. Their firm serves 2,598 clients with $980M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MBE Wealth's investment advisory fees range up to 1.50% annually, based on the complexity of services, level of assets, and overall relationship. Fees are paid quarterly or monthly, based on the market value of assets under management. For accounts established through American Funds Services, the fee is 0.50% annually. The firm may use independent managers, with total blended fees not exceeding 2.00% annually.
Location
200 W. Warren St., Tomah, WI, 54660
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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 is involved with MBE Wealth Management LLC, focusing on non-variable insurance. This activity takes about 10% of his time.
Employment History
Current Registrations
Mbe Wealth Management, LLC
Previous Registrations
LPL Financial LLCBroker
Wisconsin Financial Advisors, LLC
The O.N. Equity Sales CompanyBroker
On Investment Management CO
B. C. Ziegler and Company
B. C. Ziegler and CompanyBroker
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.