Jason Dahl is a CFP-designated registered investment advisor at HUB Investment Partners, LLC, based in Bethesda, MD, 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 4,317 clients with $9B 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 $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
7700 Old Georgetown Road, Suite 630, Bethesda, MD, 20814
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 Activities
Jason owns rental properties in Washington DC since 2008 and is a 20% owner/member of Alp A. Atabek, LLC since 2021, spending minimal time on each. He also serves as a trustee for AFS Financial Group, LLC's 401K Profit Sharing Plan, dedicating minimal time to account administration.
Employment History
Current Registrations
HUB Investment Partners, LLC
Previous Registrations
Afs Financial Group, LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
World Group Securities, INC.Broker
State Registrations3 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.