Jason Faulder
Jason Faulder is a registered investment advisor at Randy L. Copus and Associates,llc, based in Lakeview, OH, with 10 years of industry experience. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 125 clients with $30M 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 | 1.25% |
| $1.0M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.10% |
| $5M+ | 1.05% |
Fee Estimator
Location
180 South Main Street, Lakeview, OH, 43331
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jason is an auxiliary police officer with the Washington Township Police Department, dedicating minimal time and receiving no pay. This activity is not investment-related.
Employment History
Current Registrations
Randy L. Copus and Associates,llc
State Registrations1 state
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