Jason Good is a CFA, CFP-designated registered investment advisor at Excelsior Investors, based in Excelsior, MN, with 16 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 2 more. Their firm serves 105 clients with $240M 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% |
| $2M+ | 0.50% |
Fees are negotiable and may be lower based on various factors.
Fee Estimator
Location
34 Water Street, Suite 8, Excelsior, MN, 55331
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Excelsior Investors
State Registrations1 state
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