Jason Staley
Jason Staley is a CFA-designated registered investment advisor at Schneider Downs Wealth Management Advisors, LP, based in Pittsburgh, PA, with 18 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 756 clients with $2.9B 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 | 0.85% |
| $2.5M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $8.0M | 0.50% |
| $8.0M - $18.0M | 0.60% |
| $18.0M - $23.0M | 0.40% |
| $23M+ | 0.35% |
Fees may be negotiable at the sole discretion of Schneider Downs Wealth Management Advisors.
Fee Estimator
Location
One Ppg Place, Suite 1700, Pittsburgh, PA, 15222
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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 Activities
Jason is a board member of the Mercyhurst University Alumni Board in Erie, PA. He dedicates minimal time to this activity, which is not investment-related.
Employment History
Current Registrations
Schneider Downs Wealth Management Advisors, LP
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Credit Suisse Securities (USA) LLCBroker
Credit Suisse Securities (USA) LLC
Lehman Brothers INC.
Lehman Brothers INC.Broker
State Registrations1 state
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