Jason Gold
Jason Gold is a registered investment advisor at Greycliff Wealth Management, LLC, based in New York, NY, with 19 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 140 clients with $97M 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 | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable and may be higher or lower than this range, based on the nature of the account, and the origin of the client. Factors affecting fee percentages include the size of the account, complexity of asset structures, and any other unique factors that may exist. There may be special circumstances in which GreyCliff arranges a fixed fee for asset management with a client.
Fee Estimator
Location
1185 6th Ave, Floor 3, New York, NY, 10036
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2016Other Business ActivitiesSells Insurance
Jason is an investment advisor representative at Greycliff Wealth Management, dedicating nearly full-time hours to this role. He is also involved with two charities and sells fixed insurance products through PKSF and Highland Capital, spending about 10-20% of his time on insurance sales.
Employment History
Current Registrations
Greycliff Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Bcg Securities, INC.
Bcg Securities, INC.Broker
Metlife Securities, INCBroker
Metlife Securities INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.