Jared Price
Jared Price is a registered investment advisor at Advisornet Wealth Partners, based in Lakewood, CO, with 11 years of industry experience. Jared 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, and 1 more. Their firm serves 2,712 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AdvisorNet Wealth Partners' investment management fee is negotiable, not exceeding 2.50% annually, for both wrap and non-wrap fee arrangements. The wrap fee includes trade execution, custody, reporting, and investment management fees. The non-wrap fee does not include these additional costs. Fees may be lower or waived based on various criteria. Cash is considered an asset class and included in fee calculations.
Location
225 Union Blvd, Suite 150, Lakewood, CO, 80228
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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
Jared is a real estate broker with Realty Professionals, LLC, and spends about 10% of his time on real estate. He also owns rental properties, prepares tax returns (about a quarter of his time), and is an insurance agent, spending about 10% of his time on insurance.
Employment History
Current Registrations
Advisornet Wealth Partners
Previous Registrations
Financial Security Management, INC
National Planning CorporationBroker
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.