Jason Su is a CFP-designated registered investment advisor at Family Ai! Financial, based in Centreville, VA, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 6 clients with $9M 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% |
Investment Management is available for Clients participating in our Ongoing Financial Planning service. The fee is negotiable. Our minimum annual fee is $10,000. At no point will the fee deducted from managed accounts exceed 2% of assets under management.
Fee Estimator
Location
Centreville, VA
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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
Family Ai! Financial
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Vanguard Marketing CorporationBroker
State Registrations2 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.