Jason Rathel
Jason Rathel is a registered investment advisor at Fifth Third Securities, INC., based in Fairfield, OH, 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 Investment Management. Their firm serves 43,031 clients with $9.1B 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.
Fee Estimator
Location
6120 South Gilmore Road, Suite 206, Fairfield, OH, 45014
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2017Other Business Activities
Jason is an independent distributor for Advocare, selling health and wellness products, and spends minimal time on this. Jason also operates an online resale business as a sole proprietor, dedicating minimal time to it.
Employment History
Current Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Previous Registrations
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations18 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.