Jason Szczepkowski is a registered investment advisor at Montrusco Bolton Investments INC., based in Montreal, 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. Their firm serves 365 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Montrusco Bolton charges an annual fee based on a percentage of the assets they manage for you. This fee typically ranges from 0.20% to 1.12%, depending on the type of investment and the amount you invest. The fee is negotiable at Montrusco Bolton's discretion, except for fund-level fees. You'll be invoiced or your account will be debited at the end of each calendar quarter, with fees calculated monthly based on the value of your portfolio.
Location
1501 McGill College Avenue, Suite 1200, Montreal, H3A 3M8
Get directionsHistory
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 →Employment History
Current Registrations
Montrusco Bolton Investments INC.
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.