Jason Dallacqua is a CFP-designated registered investment advisor at Crest Wealth Advisors LLC, based in Annapolis, MD, with 12 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 75 clients with $96M 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 | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.45% |
| $4M+ | 0.45% |
Fees are negotiable for accounts over $4,000,000.
Fee Estimator
Contact
Jason Dallacqua
Location
111 Forbes St., Ste 100, Annapolis, MD, 21401
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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
Crest Wealth Advisors LLC
Previous Registrations
Investment Planning Associates INC
Investment Planning Associates INC
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
Additional Information
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