Jeffrey Gasaway
Jeffrey Gasaway is a registered investment advisor at Asset Management Strategies, INC., based in Lafayette, IN, with 13 years of industry experience. Jeffrey 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 2,038 clients with $210M 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable. Current client relationships may exist where the fees are lower than the fee schedule above. In certain circumstances, client’s fees may be charged as a flat amount or per hour for specific services.
Fee Estimator
Location
100 Saw Mill Road, Suite 3300, Lafayette, IN, 47905
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2017Other Business ActivitiesSells Insurance
Jeffrey owns BlueSafe Financial LLC DBA BlueSafe Insurance, an insurance agency, and spends about 10-20% of his time there. He also works with Center for Wealth Planning Advisors, Inc as a Registered Investment Advisor DBA, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Asset Management Strategies, INC.
Previous Registrations
Center for Wealth Planning Advisors, INC
LPL Financial LLCBroker
Good Life Advisors, LLC
Edward Jones
Edward JonesBroker
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.