Jason Brown is a CFP-designated registered investment advisor at Renaissance Advisors, based in Ridgeland, MS, with 11 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 338 clients with $150M 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 | 0.75% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees are negotiable. Qualified Clients are charged an asset-based management fee of 0.75% on all assets under management and a performance-based fee of 10% on any increase above a high-water mark.
Fee Estimator
Location
602 Steed Road Suite 110, Ridgeland, MS, 39157
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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 provides financial planning services and works as a baseball coach. The filing does not specify the time commitment for either activity.
Employment History
Current Registrations
Renaissance Advisors
Previous Registrations
Renaissance Advisors
Blacksummit Financial Group, INC.
State Registrations1 state
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