Jason Katz is a CFP-designated registered investment advisor at Bartlett & CO. Wealth Management LLC, based in Cincinatti, OH, with 12 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, High Net Worth, Investment Management, and 1 more. Their firm serves 2,257 clients with $9.4B 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 $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Fees are negotiable. Bartlett does discount or waive fees for employees, family members, or friends of the firm at our sole discretion.
Fee Estimator
Location
600 Vine Street, Suite 2100, Cincinatti, OH, 45202
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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 Activities
Jason is the co-founder and CFO of Cardinal Spirits, LLC since May 2013, where he is responsible for preparing financial statements. This activity requires a few hours per week.
Employment History
Current Registrations
Bartlett & CO. Wealth Management LLC
Previous Registrations
Bartlett & CO. LLC
Deloitte Investment Advisors LLC
State Registrations1 state
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