Jason Rotman
Jason Rotman is a registered investment advisor at Elevate Wealth Advisors, LLC, based in Newport Beach, CA, with 4 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 84 clients with $29M 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 | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable. Clients may be charged $50/month for Assets Under Advisement (AUA) service.
Fee Estimator
Location
4675 Macarthur Court, Suite 1430, Newport Beach, CA, 92660
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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 ActivitiesSells Insurance
Jason is an insurance agent with Elevate Financial & Insurance Services LLC since April 2024. This investment-related activity takes about half of his time.
Employment History
Current Registrations
Elevate Wealth Advisors, LLC
Previous Registrations
Elevate Capital Group, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
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.