Jason Stein is a CFP-designated registered investment advisor at Bluepoint Wealth Advisors, based in Huntington Beach, CA, 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 Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 21 clients with $11M 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable. Minimum quarterly fee of $2,500 per household for Investment Management or Wealth Management services.
Fee Estimator
Contact
Jason Stein
Location
Huntington Beach, 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.
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Jason is a director of The David Vickter Foundation, a charitable foundation, since 2021. He manages the foundation's investment portfolio and participates in its charitable activities, dedicating a few hours per week to this role.
Employment History
Current Registrations
Bluepoint Wealth Advisors
Previous Registrations
Ep Wealth Advisors
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
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.
Exams
Additional Information
For over a decade, Jason has been helping clients achieve their financial goals through transparent advice and client education. Prior to establishing Bluepoint Wealth Advisors, Jason spent nearly 6 years with The Vanguard Group in Scottsdale, AZ.