Jason Auerbach is a registered investment advisor at Navis Wealth Advisors LLC, based in Jupiter, FL, with 3 years of industry experience. Jason 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 107 clients with $540M 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 - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.35% |
Fees may be negotiable at the sole discretion of the Advisor. The total blended fee, including the Advisor’s fee and the Independent Manager’s fee, will not exceed 2.00% annually, depending on the fees charged by the Independent Manager.
Fee Estimator
Location
Jupiter, FL
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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 Activities
Jason is dually registered as an investment advisor representative with Navis Wealth Advisors LLC and as a registered representative with Great Point Capital, LLC. He spends nearly all of his time providing services through Navis.
Employment History
Current Registrations
Navis Wealth Advisors LLC
Great Point Capital LLCBroker
Previous Registrations
Deutsche Bank Securities INC.Broker
State Registrations1 state
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