Jason Zola is a registered investment advisor at Cartera Investments, based in Media, PA, with 1 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cartera Investments charges a flat annual fee of $2,400 for non-discretionary accounts. For discretionary accounts, Cartera charges a base fee plus a percentage on assets exceeding the base amount, up to a maximum of $10,000 per year, deducted quarterly.
Here's how the fees work for discretionary accounts:
- Under $250,000: $2,400
- $250,000 - $500,000: $2,400 plus 0.75% on the amount over $250,000
- $500,000 - $1,000,000: $4,275 plus 0.65% on the amount over $500,000
- $1,000,000 - $1,500,000: $7,525 plus 0.5% on the amount over $1,000,000
- $1,500,000+: $10,000
Location
Media, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cartera Investments
State Registrations1 state
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