Ariel Jasso
Ariel Jasso is a registered investment advisor at Waterway Wealth Management, L.L.C., based in The Woodlands, TX, with 9 years of industry experience. Ariel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 142 clients with $680M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable for household assets exceeding $10,000,000. Family accounts are aggregated for fee calculation.
Fee Estimator
Location
21 Waterway, Suite 500, The Woodlands, TX, 77380
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 →Employment History
Current Registrations
Waterway Wealth Management, L.L.C.
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Fidelity Brokerage Services LLCBroker
Fsc Securities CorporationBroker
State Registrations1 state
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
More Advisors
- Daniel Michalk, CFA, CFP, ChFCWaterway Wealth Management, L.L.C.
- Ross King, CFPWaterway Wealth Management, L.L.C.
- Jessica Mccain, CFPWaterway Wealth Management, L.L.C.
- Daniel Trgovich, CFAWaterway Wealth Management, L.L.C.
- Adam Threadgill, CFPThreadgill Financial, LLC
- Geoffrey Lesuer, CFPWells Fargo Advisors