Jason White
Jason White is a CFP-designated registered investment advisor at Magnolia Financial Planning Services, INC., based in Seneca, SC, 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 252 clients with $190M 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 $100K | 2.00% |
| $100K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.70% |
| $6.0M - $7.0M | 0.60% |
| $7M+ | 0.50% |
All fees are negotiable. The minimum fee includes fees for full-service financial planning and investment management services.
Fee Estimator
Location
414 Old Clemson Highway, Seneca, SC, 29672
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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 an owner of Payne, White, & Schmutz CPA PA, a CPA firm, dedicating full-time hours to this role. He also uses Infinity Wealth Group as a DBA name for his investment practice.
Employment History
Current Registrations
Magnolia Financial Planning Services, INC.
Previous Registrations
Cetera Investment Advisers LLC
H.D. Vest Advisory Services, INC
State Registrations4 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.