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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 47,014 clients with $11B 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. Maximum fee is 1.50%.
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 Registrations19 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
More Advisors
- Romelda GilesFifth Third Securities, INC.