Jason Droddy
Jason Droddy is a registered investment advisor at Strategic Advisers LLC, based in Palm Beach Gardens, FL, with 1 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B 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 $100K | 0.85% |
| $100K - $250K | 0.80% |
| $250K+ | 0.70% |
Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.
Fee Estimator
Location
Palm Beach Gardens, FL
Get directionsHistory
Regulatory History (2)
Financial
January 2020Criminal
August 2015Other Business Activities
Jason is a licensed Realtor and sole proprietor of LPT Realty since 2022. He uses his license to buy and sell family or personal homes, dedicating minimal time to this activity.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
State Registrations24 states
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.
Exams
More Advisors
- Richard Gaff, CFPStrategic Advisers LLC
- William Marazzi, CFPStrategic Advisers LLC
- Heath OdomStrategic Advisers LLC
- Amy Owen, CFPHb Wealth
- David Swank, CFAHood River Capital Management LLC
- Paul Conklin, CFPMorgan Stanley