Jason Baer is a registered investment advisor at Centerpiece Wealth Advisor, based in Greenwood Village, CO, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 75 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 | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.70% |
| $6M+ | 0.60% |
Fees are calculated on average daily balance and deducted quarterly in arrears. All fees are negotiable. There is a $2,250 minimum quarterly fee.
Fee Estimator
Location
6400 S Fiddlers Green Cir Ste. 300, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Jason is a 10% member of Hair by Sarah Baer LLC, a hair salon, and assists with accounting matters. This takes about 10-20% of his time and does not occur during securities trading hours.
Employment History
Current Registrations
Centerpiece Wealth Advisor
Previous Registrations
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations3 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.
Exams
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