Jason Downey is a CFA-designated registered investment advisor at Vela Investment Management, LLC, based in New Albany, 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 High Net Worth, Investment Management. Their firm serves 168 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The annual investment management fee is 0.75% for the Small Cap and All Cap Concentrated strategies. For the Large Cap strategy, the investment management fee is 0.50%. For clients in the Connect Program, the annual investment management fee is 0.50%.
Fee Estimator
Location
220 Market Street Suite 208, New Albany, OH, 43054
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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.
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Jason is a board member for Ohio Wesleyan University and serves on the investment committee. He dedicates minimal time to this activity both during and outside of trading hours.
Employment History
Current Registrations
Vela Investment Management, LLC
State Registrations1 state
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