Jason Dallacqua is a CFP-designated registered investment advisor at Crest Wealth Advisors LLC, based in Annapolis, MD, with 13 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, High Net Worth, and 4 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 blended across tiers and paid quarterly in advance. Fees for accounts over $4M are negotiable. Comprehensive financial planning is included at no additional charge for clients with over $400,000 in assets under management.
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
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Exams
Additional Information
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