Jason Thomson is a registered investment advisor at Gross Investments LLC, based in Medina, OH, with 5 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. Their firm serves 206 clients with $9.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GIL's investment management fee goes up to 1.50% annually, and is negotiable. The fee is calculated based on the average daily balance of your account. If GIL recommends the Market Guard platform, the annual fee is 0.50% for the ETF program and 0.50% for the individual stock program. These Market Guard fees are in addition to GIL's annual negotiable investment management fee, which will not exceed 1% when using the Market Guard platform.
Location
3812 Pearl Road, Suite 20, Medina, OH, 44256
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gross Investments LLC
Previous Registrations
Amfg Wealth Management LLC
State Registrations1 state
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