Jason Speich
Jason Speich is a registered investment advisor at Great Valley Advisor Group, LLC, based in Brookfield, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 33,099 clients with $9.7B 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 | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
325 N. Corporate Dr. #100, Brookfield, WI, 53045
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 owns Jason Speich LLC for tax and investment purposes since 2016, and operates Next Level Planning and Wealth Management as a DBA for LPL business, dedicating nearly full-time hours. He also provides investment advisory services through Great Valley Advisor Group, Inc., spending about half his time, and sells life, disability, and long-term care insurance through Jason Speich LLC, spending minimal time.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
AXA Advisors, LLCBroker
State Registrations8 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.