Jason Collis is a registered investment advisor at Sharpely Ai, based in New York, NY, 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 High Net Worth, Investment Management. Their firm serves 3 clients with $980K 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 $250K | 2.35% |
| $250K - $500K | 2.20% |
| $500K - $1.0M | 2.05% |
| $1.0M - $3.0M | 1.90% |
| $3M+ | 1.75% |
Fees are generally negotiable. Qualified clients can opt for a performance-based fee: half the standard annual percentage plus 15% of capital appreciation above the S&P 500 index.
Fee Estimator
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jason works as an independent contractor for a consulting company. The company provides strategy and project management services to investment companies for their investment operations processes.
Employment History
Current Registrations
Sharpely Ai
State Registrations1 state
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