Jason Mcmillen is a CFP-designated registered investment advisor at Avestar Capital, LLC, based in Ballston Spa, NY, 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 Investment Management. Their firm serves 188 clients with $1.5B 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 | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25M+ | 0.55% |
Avestar also charges a 0.02% technology fee. Additional fees apply for specific strategies: Custom Equity ETF (0.25%), Custom Liquid Alternatives ETF (0.25%), Custom Fixed Income ETF (0.15%), Options Overlay Strategies (0.50%), Single Stock Custom Options Strategies (0.70%), and Model Delivered Strategies (0.10%).
Fee Estimator
Location
Ballston Spa, NY
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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
Avestar Capital, LLC
Previous Registrations
Rockefeller Capital Management
Rockefeller Financial LLCBroker
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
State Registrations1 state
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