Jason Thonssen
Jason Thonssen is a registered investment advisor at Ballast Rock Private Wealth, based in Kirkland, WA, with 7 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 251 clients with $410M 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 | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. Older clients may have a different fee schedule.
Fee Estimator
Location
Kirkland, WA
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
Ballast Rock Private Wealth
Previous Registrations
Ballast Rock Private Wealth
Coldstream Wealth Management
Integrity Financial Corporation
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.