Jason Blake
Jason Blake is a registered investment advisor at Blake Wealth Strategies, based in Grand Forks, ND, with 9 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 29 clients with $3.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blake Wealth Strategies offers investment management through Orion Portfolio Solutions (OPS) and third-party managers.
Orion Portfolio Solutions:
- BWS charges 1% of the assets managed by OPS. This fee may be negotiable.
- OPS also charges fees for administration, account maintenance, and strategist services. The total annual fees for the OPS program may not exceed 2% of assets under management.
Third-Party Managers (Gradient Investments, LLC):
- BWS receives a portion of the fees charged by Gradient Investments, LLC (GI).
- The total fee (GI + BWS) ranges from 1.00% to 2.00% depending on the portfolio type (Strategic, Tactical, Allocation & Defined Outcome, Preservation, Private Wealth).
- For Client Directed Accounts, GI charges a flat fee of $300 per year, and BWS does not receive any portion of this fee.
Location
Grand Forks, ND
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Regulatory History (1)
Regulatory
August 2015Other Business ActivitiesSells Insurance
Jason is involved with Blake Financial Strategies, focusing on life insurance and annuities.
Employment History
Current Registrations
Blake Wealth Strategies
Previous Registrations
Gradient Advisors, LLC
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.