Jason Rounick is a registered investment advisor at Westlight Wealth, based in Venice, CA, with 2 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, Education Planning, Estate Planning, High Net Worth, and 1 more. Their firm serves 7 clients with $21M 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 $500K | 1.15% |
| $500K - $1.0M | 0.95% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.30% |
Fees are generally negotiable.
Fee Estimator
Contact
Jason Rounick
Location
Venice, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Westlight Wealth
State Registrations1 state
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