Jason Burkholder
Jason Burkholder is a CFA, CFP-designated registered investment advisor at New Legacy Financial Group, LLC, based in Smithville, OH, with 16 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, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 139 clients with $50M 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 $500K | 0.50% |
| $500K - $2.5M | 0.45% |
| $2.5M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Location
133 S. Milton Street, Unit C, Smithville, OH, 44677
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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
New Legacy Financial Group, LLC
State Registrations1 state
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