Jason Cillo is a registered investment advisor at Coppell Advisory Solutions LLC, based in Milford, NH, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Location
365 Nashua St, Milford, NH, 03055
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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 Activities
Jason is a sole proprietor of Steele Associates, Tax Preparation & Business Services LLC, offering tax planning, consulting, and preparation services. This non-investment related activity takes about half of Jason's time.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
Virtue Capital Management, LLC
Coppell Advisory Solutions, LLC
Onpointe Advisory and Financial Services, LLC
State Registrations3 states
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.