Jason Tosh is a CFP-designated registered investment advisor at Arena Private Wealth, based in Chicago, IL, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 86 clients with $140M 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Location
401 N. Michigan Avenue, Suite 610, Chicago, IL, 60611-5584
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jason is a Managing Director and Private Wealth Advisor at Objective Capital Management, LLC, dedicating nearly full-time hours to providing financial planning services and portfolio management. He also manages income and expenses for tax reporting as Managing Director at Tosh Watt Partners, LLC, dedicating minimal time, and owns a short-term rental property through Tosh Travel, LLC, spending a few hours per week on it.
Employment History
Current Registrations
Arena Private Wealth
Previous Registrations
Objective Capital Management, LLC
Mutual Securities, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations4 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.