Jason Barber is a CFP-designated registered investment advisor at Uptick Partners, LLC, based in Nacogdoches, TX, 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 717 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Uptick Partners offers investment management services for an annual fee based on the value of your portfolio. The maximum annual fee is 1.50%, based on a tiered schedule. The fee is calculated monthly, in arrears, based on the average daily balance of your investments. Fees are negotiable. Some clients may be enrolled in Altruist One, and the program fee of 0.12% per year of eligible household assets will be passed through to you. The total of Uptick's fee and the Altruist One fee will not exceed 2.00% per year.
Contact
Jason Barber
Location
777 East Austin, Nacogdoches, TX, 75965
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is the owner of Holistic Tax Solutions, LLC, an accounting firm, and spends minimal time on tax advice and preparation. He is also involved in commercial property management, vehicle rental, IAR recruiting, and co-authored a book for breakaway advisors, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Uptick Partners, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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