Jason King
Jason King is a CFP-designated registered investment advisor at Oakwood Capital, INC., based in St. Louis Park, MN, with 10 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 616 clients with $300M 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 $100K | 2.00% |
| $100K - $250K | 1.90% |
| $250K - $500K | 1.80% |
| $500K - $1.0M | 1.60% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees can be negotiable or assessed at a flat rate at the Advisor's discretion based on account size and prospective growth. Discretionary Oakwood portfolio management options feature separate lower tier rates ranging from 0.10% to 0.15%.
Fee Estimator
Location
600 Highway 169 South, Suite 1410, St. Louis Park, MN, 55426
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 ActivitiesSells Insurance
Jason is a business consultant for C2P Enterprises, LLC, dedicating minimal time. He also works as a financial advisor and Vice President for Oakwood Capital companies, and sells various insurance products through Oakwood Capital Insurance Solutions, LLC, dedicating a few hours per week to each.
Employment History
Current Registrations
Oakwood Capital, INC.
Oakwood Capital Securities, INC.Broker
Previous Registrations
Gardner Advisors INC.
Prosperity Capital Advisors
Cri Securities, LLC
Securian Financial Services, INC.
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
State Registrations6 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
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