JB
JB

Jason Charles Brown

6 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
23 clients
Average Client Portfolio
$9.5M average
Assets Under Management
$217.6M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $25.0M0.96%
$25.0M - $50.0M0.84%
$50.0M - $75.0M0.72%
$75.0M - $100.0M0.60%
$100M+0.48%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8900 Keystone Crossing, Suite 500, Indianapolis, IN, 46240

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Proteus, LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Proteus, LLC
June 2012 - May 2018 · 5 yrs 11 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.