Jason Gould is a CFA-designated registered investment advisor at Lifetime Wealth Management P.C., based in Rockwall, TX, with 7 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, Charitable Giving, Education Planning, Estate Planning, and 3 more. Their firm serves 106 clients with $180M 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 | 1.00% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Some client contracts may reflect a higher/lower management fee that was agreed upon prior to the existing fee schedule and prior to the account minimums being set at $1,000,000 and/or a minimum net worth of 2 million. The firm also offers a performance-based fee arrangement for certain accounts with a minimum base advisory fee of 1% per year plus 10% of the gains exceeding a 7% hurdle rate.
Fee Estimator
Location
560 E. Interstate Hwy 30, Ste 110, Rockwall, TX, 75087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lifetime Wealth Management P.C.
State Registrations1 state
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