Jason Feist is a registered investment advisor at Center for Wealth Management Advisory, based in Milford, OH, with 17 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 646 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWM offers investment management through Custom Investment Management I (CIM I) and Custom Investment Management II (CIM II). The maximum annual management fee for both programs is 2.5%. Fees are negotiable and based on the complexity of your financial situation, the services provided, and the value of the assets in your account. Fees are paid quarterly in advance, automatically deducted from your account.
Location
Milford, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason operates under the DBA Center for Wealth Management, LLC. He also provides seasonal tax preparation, accounting, bookkeeping, and payroll services through Global Tax Management, LLC, dedicating about 10% of his time to this. Jason spends nearly full-time hours as a registered investment advisor hybrid with Center for Wealth Management, LLC.
Employment History
Current Registrations
Center for Wealth Management Advisory
Previous Registrations
LPL Financial LLC
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.
Exams
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