Jason Apuzzio is a registered investment advisor at Beacon Trust, based in Morristown, NJ, with 14 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,939 clients with $4.4B 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 | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Rates shown are for equity strategies under the wrap program. Other strategies have different schedules: Fixed income is 0.65% up to $3M and 0.55% above; Special needs trusts are 1.50% up to $3M, 1.00% up to $5M, and 0.50% above. Fees are negotiable and subject to householding discounts.
Fee Estimator
Location
163 Madison Avenue, Morristown, NJ, 07960
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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 →Employment History
Current Registrations
Beacon Trust
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
PNC InvestmentsBroker
PNC Investments
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Merrill Lynch Investment Managers LP
Fam Distributors, INC.Broker
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.
Exams
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