Jason Brady
Jason Brady is a registered investment advisor at Mission Retirement Consulting, INC., based in San Diego, CA, with 16 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 10 clients with $3.2M 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 |
|---|---|
| $0K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
These fees are for 3(38) Discretionary Pension Consulting Services. For 3(21) Non-Discretionary Pension Consulting Services, the fees are: $1-$1,000,000: 0.75%, $1,000,001-$5,000,000: 0.50%, >$5,000,000: 0.25%. For Pension Consulting Services with Independent Investment Manager, the fees are: $1-$1,000,000: 0.65%, $1,000,001-$5,000,000: 0.40%, >$5,000,000: 0.15%. The advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
San Diego, CA
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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 an independent licensed insurance agent, but currently spends no time on insurance-related activities. This activity is not investment-related.
Employment History
Current Registrations
Mission Retirement Consulting, INC.
Previous Registrations
American Funds Distributors, INC.Broker
John Hancock Distributors LLCBroker
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.