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Jason Bass

Cordatus Wealth Management LLC
17 Years of Experience
Yardley, PA
Broker
View SEC Summary
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Jason Bass is a registered investment advisor at Cordatus Wealth Management LLC, based in Yardley, PA, with 17 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 Business Owners, Corporate Executives, Investment Management, Retirement Planning. Their firm serves 308 clients with $630M in assets under management.

Cordatus Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
308 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$630.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees vary from 0.00% to 1.50% per annum of the gross market value of equity assets managed by the firm. Fees are negotiable and depend on account size and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

95 S. Main Street, Yardley, PA, 19067

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Jason is part of Cordatus Wealth Management, an independent RIA, dedicating a significant portion of his time to this investment-related business. He also serves as a board member for Business 2 Business Assoc. and the YMCA, and is a member of Cordatus Wealth Properties, dedicating minimal time to each of these non-investment related activities.

Employment History
Current Registrations
Cordatus Wealth Management LLC
August 2016 - Present · 10 yrs 2 mos
Prospera Financial Services, INC.Broker
June 2016 - Present · 10 yrs 4 mos
Previous Registrations
Prospera Financial Services, INC.
June 2016 - February 2017 · 8 mos
Wells Fargo Advisors, LLC
September 2010 - June 2016 · 5 yrs 9 mos
Wells Fargo Advisors, LLCBroker
July 2009 - June 2016 · 6 yrs 11 mos
State Registrations10 states
CACTFLMDNCNJNYPATXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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