Jason Mcwilliams is a CFP-designated registered investment advisor at Jrm Tax & Wealth Management, LLC, based in Aston, PA, with 3 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 8 clients with $660K 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 - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Contact
Jason Mcwilliams
Location
Aston, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason owns Jason R. McWilliams, CPA, PLLC, a Pennsylvania CPA firm, where he provides tax, accounting, and related services. Jason devotes about half of his time to the CPA practice and about half of his time to the investment advisory firm.
Employment History
Current Registrations
Jrm Tax & Wealth Management, LLC
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