Jason Brown is a registered investment advisor at Proteus, LLC, based in Indianapolis, IN, with 7 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 29 clients with $260M 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 $25.0M | 0.96% |
| $25.0M - $50.0M | 0.84% |
| $50.0M - $75.0M | 0.72% |
| $75.0M - $100.0M | 0.60% |
| $100M+ | 0.48% |
Standard fee schedule applies a maximum annual rate of 0.96% for initial tiers, decreasing for larger capital allocations. Certain funds, such as the Weather Mark Fund, charge a flat 1.50% advisory fee plus a 20% performance-based allocation.
Fee Estimator
Location
510 E. 96th Street, Suite 400, Indianapolis, IN, 46240
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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
Proteus, LLC
Previous Registrations
Proteus, LLC
State Registrations1 state
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.
Exams
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