Jason Wetsel
Jason Wetsel is a registered investment advisor at Van Hulzen Financial Advisors, based in McCall, ID, with 20 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Estate Planning, and 7 more. Their firm serves 1,499 clients with $2.1B 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 | 1.50% |
Maximum fee is 1.50% for wealth management, equity, fixed income, and ERISA services, and 1.75% for asset allocation and model portfolios. Fees are negotiable based on account size and scope of services.
Fee Estimator
Location
200 E. Park St, McCall, ID, 83638
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2023Other Business ActivitiesSells Insurance
Jason co-owns TNT Holdings LLC, a real estate rental business, dedicating minimal time. He also sells non-variable insurance products, including life, long-term care, disability, and term care insurance, spending about 1% of his time on this activity.
Employment History
Current Registrations
Van Hulzen Financial Advisors
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations5 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.