Dean Phass is a registered investment advisor at Jade Financial LLC, based in Woodbridge, VA, with 7 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9 clients with $2.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Additional fees apply when using Nucleus model marketplace, Tax Overlay Strategies, or AIM’s Personalized Index Engine. Strategist fees range between 0.00% and 1.00%. Administration fee is a maximum of 0.10%. Trading fee is a maximum of 0.15%. Outsourced Services fee is a maximum of 0.05%. Tax Overlay fees range from 0.05% to 0.10% with a $200k account minimum. Personalized Index Fee is 0.20%.
Fee Estimator
Location
Woodbridge, VA
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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 ActivitiesSells Insurance
Dean is an independent licensed insurance agent. He currently does not spend any time engaged in this activity.
Employment History
Current Registrations
Jade Financial LLC
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
State Registrations2 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.