Jason Wilson is a registered investment advisor at Hallett Advisors, based in Port Angeles, WA, 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 Divorce Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 307 clients with $160M 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 | 1.00% |
Annual portfolio management fee is up to 1.00% of your portfolio, billed quarterly in advance or arrears. Fees are negotiable.
Fee Estimator
Location
1506 East First Street, Port Angeles, WA, 98362
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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 →Employment History
Current Registrations
Hallett Advisors
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.
Exams
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