Jason Vesely is a registered investment advisor at Spectrum Wealth Advisory Group, LLC, based in Granite Bay, CA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 604 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spectrum Wealth Advisors offers asset management and comprehensive portfolio management services. The maximum annual fee for asset management is 1.75%, and for comprehensive portfolio management, it's 2.25%. Fees are negotiable and billed quarterly in advance, based on the value of your account. Fees are deducted from your account. They also offer access to LPL Financial advisory programs with fees up to 3.00% annually.
Location
5925 Granite Lake Drive, Suite 130, Granite Bay, CA, 95746
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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 involved in online sales through JVSupply, dedicating minimal time. He also owns rental real estate, requiring minimal time, and is a registered representative with LPL.
Employment History
Current Registrations
Spectrum Wealth Advisory Group, LLC
LPL Financial LLCBroker
State Registrations1 state
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