Jason Main is a registered investment advisor at Mdrn Capital, based in Rockford, MI, with 18 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 569 clients with $340M 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees may be negotiable at the sole discretion of MDRN Capital. Certain clients may be grandfathered a rate from previous relationships with the Advisor.
Fee Estimator
Location
Rockford, MI
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2023Other Business ActivitiesSells Insurance
Jason works as a server and bartender at Grill 111, a restaurant, dedicating minimal time. He is also a licensed insurance agent, spending minimal time on insurance sales.
Employment History
Current Registrations
Mdrn Capital
Previous Registrations
Huntington Financial Advisors
The Huntington Investment CompanyBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Waddell & Reed, 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.