Jason Fisher is a registered investment advisor at Straightline, based in Findlay, OH, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,858 clients with $1.1B 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 $1.5M | 0.90% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.45% |
All management fees are negotiable, so clients receiving similar services may pay different fees.
Fee Estimator
Location
101 East Sandusky Street, Suite 300, Findlay, OH, 45840
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 is licensed to sell insurance to offer insurance products to clients as a convenience. This activity is investment-related.
Employment History
Current Registrations
Straightline
State Registrations2 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.