Jason Ackerman is a CFP-designated registered investment advisor at Wealth Rabbit, based in Rock Hill, SC, with 7 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $23K 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 $250K | 0.50% |
| $250K - $500K | 0.40% |
| $500K - $750K | 0.30% |
| $750K - $1000K | 0.25% |
| $1M+ | 0.20% |
Fee Estimator
Location
2685 Celanese Road, Ste 100, Rock Hill, SC, 29732
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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 a CPA at Bernard N. Ackerman, CPA, P.A., where he prepares tax returns and assists with accounting for individuals and businesses. This activity takes nearly full-time hours.
Employment History
Current Registrations
Wealth Rabbit
Previous Registrations
Consolidated Investment Advisors LLC
State Registrations1 state
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