Jason Salmon is a CFP-designated registered investment advisor at Haverford Financial Services, INC., based in Radnor, PA, with 15 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients with $340M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees negotiable for accounts over $50 million. Fees for wrap accounts range from 0.20% to 0.55%.
Fee Estimator
Location
Three Radnor Corporate Center, Suite 450, Radnor, PA, 19087-4546
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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
Haverford Financial Services, INC.
Previous Registrations
Riversedge Advisors
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Nationwide Investment Services CorporationBroker
Nationwide Investment Advisors, LLC
Edward Jones
Edward JonesBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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