Jason Weiss
Jason Weiss is a registered investment advisor at Fairway Investment Group, LLC, based in Gaylord, MI, 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 Investment Management, Retirement Planning. Their firm serves 672 clients with $69M 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 | 1.50% |
Fees are negotiable, with a maximum of 1.0% for Strategic Wealth Management and Optimum Market Portfolio, 1.5% for Model Wealth Portfolio, and 0.85% for Guided Wealth Portfolio.
Fee Estimator
Location
Gaylord, MI
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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 →Other Business ActivitiesSells Insurance
Jason is an insurance representative with MEA Financial Services, with the possibility of selling life, long-term care, and property & casualty insurance. He is also a realtor/independent contractor with Evergreen Home Realty, helping clients buy and sell real estate, which takes about half of his time.
Employment History
Current Registrations
Fairway Investment Group, LLC
Paradigm Equities, INC.
Paradigm Equities, INC.Broker
State Registrations1 state
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.