Jason Webster
Jason Webster is a registered investment advisor at Webster Wealth Management, based in Kansas City, MO, 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, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 6 clients with $3.4M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.85% |
Fees are negotiable in certain cases. For example, an account valued at $5,000,000 would pay an effective fee of 0.99%.
Fee Estimator
Location
Kansas City, MO
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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 →Other Business ActivitiesSells Insurance
Jason is a sales director for Heartland Financial Group, focusing on Medicare supplements, dedicating full-time hours to this role. He also manages Vigilant Group Services, which provides group insurance products and related services, spending a few hours per week on this activity.
Employment History
Current Registrations
Webster Wealth Management
Previous Registrations
Edward Jones
AXA Advisors, 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.