Jason Grohman is a registered investment advisor at Plw Financial, based in New Braunfels, TX, with 8 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 33 clients with $13M 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 $500K | 1.20% |
| $500K+ | 0.60% |
Fees are exclusive of brokerage fees, transaction fees, and other related costs and expenses.
Fee Estimator
Location
270 River Chase Way, New Braunfels, TX, 78132
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Plw Financial
State Registrations1 state
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