Jason Butler is a CFP, PFS-designated registered investment advisor at Cercano Management LLC, based in Bellevue, WA, 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. Their firm serves 42 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cercano Management's fees for managing client accounts are based on a percentage of the assets they manage. The specific fee is negotiated with each client, considering factors like the services provided, account size, and investment strategy. The investment advisory fee can range up to 1.0% of the assets managed. Some clients have individually negotiated fee structures with minimums or maximums not based on assets, which can result in higher or lower fees than the standard percentage.
Location
1110 112th Avenue Ne, Suite 202, Bellevue, WA, 98004
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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.
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Jason serves as the treasurer for Abbey Moor HOA, a non-profit homeowners association, overseeing its financials. This activity requires about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Cercano Management LLC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
J.P. Morgan Securities LLCBroker
Citigroup Global Markets INC.Broker
Chase Investment Services CORP.Broker
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.