Jason Fink is a registered investment advisor at Graves Light Lenhart, based in Harrisonburg, VA, 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 Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 408 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 $1.0M | 0.90% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $12.5M | 0.50% |
| $12.5M+ | 0.35% |
GLL may negotiate a different fee rate for certain client holdings.
Fee Estimator
Location
100 S. Mason Street, Suite C, Harrisonburg, VA, 22081
Get directionsHistory
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 managing member/owner of Madison Financial Research, a non-investment advisory consulting firm, since September 2013. He dedicates a few hours per week to possible ad-hoc consulting.
Employment History
Current Registrations
Graves Light Lenhart
Previous Registrations
Madison Financial Research LLC
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.