Jason Irving
Jason Irving is a ChFC-designated registered investment advisor at Irving Planning & Investments, LTD., based in Centennial, CO, with 14 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 126 clients with $72M 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 $200K | 1.25% |
| $200K - $400K | 1.15% |
| $400K - $1.0M | 0.85% |
| $1M+ | 0.75% |
All fees are negotiable at Irving Planning & Investments' sole discretion. 401(k) Accounts managed through Pontera are charged a flat 1% fee annually.
Fee Estimator
Location
4901 E Dry Creek Rd, Ste 130, Centennial, CO, 80122
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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 →Employment History
Current Registrations
Irving Planning & Investments, LTD.
Previous Registrations
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations2 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.