Jason Rericha
Jason Rericha is a registered investment advisor at Tru Independence Asset Management, LLC, based in Charlotte, NC, with 16 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 Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,059 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee ranges up to 1.5% and may include a minimum annual fee that can be waived or discounted at the firm's discretion.
Fee Estimator
Location
1515 Mockingbird Lane, Suite 880, Charlotte, NC, 28209
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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 ActivitiesSells Insurance
Jason is a Managing Director at YellowWood Wealth Solutions, LLC, a Registered Investment Advisor (RIA), dedicating most of his time as a financial advisor. He is also a Registered Representative with APW Capital and sells insurance as Jason Rericha - Insurance, spending a few hours per week on insurance-related activities.
Employment History
Current Registrations
Tru Independence Asset Management, LLC
Apw Capital, INC.Broker
Previous Registrations
Yellowwood Wealth Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 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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