Jason Lersch
Jason Lersch is a CFP-designated registered investment advisor at Capital Group Private Client Services, INC., based in Chicago, IL, with 11 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 9,843 clients with $48B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees have a highest rate of 0.650% for relationships meeting the minimum managed relationship size, and up to 1.000% when the minimum is waived. An additional separately managed service fee ranging from 0.150% to 0.415% applies to assets in separately managed account programs depending on the strategy.
Fee Estimator
Location
444 W. Lake St., Suite 4600, Chicago, IL, 60606
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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
Capital Group Private Client Services, INC.
Previous Registrations
Capital Bank and Trust Company
Capital Guardian Trust Company
State Registrations6 states
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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