Jason Branch is a registered investment advisor at Avid Wealth Partners, LLC, based in San Antonio, TX. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 246 clients with $300M 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 $500K | 1.50% |
| $500K - $2.5M | 0.85% |
| $2.5M - $10.0M | 0.65% |
| $10M+ | 0.40% |
Fees are negotiable based on anticipated future earning capacity, additional assets, account composition, pre-existing relationships, or competitive purposes.
Fee Estimator
Location
23119 Ih 10, Building 20, San Antonio, TX, 78257
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
Avid Wealth Partners, LLC
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.
Exams
More Advisors
- Lindsey Tablizo, ChFCAvid Wealth Partners, LLC
- Alicia Fuschak, CFP, ChFCAvid Wealth Partners, LLC
- Daniel Reinke, CFP, ChFCAvid Wealth Partners, LLC
- Russell Stehling, ChFCAvid Wealth Partners, LLC
- Barret Kolle, ChFCAvid Wealth Partners, LLC
- Eric Kala, CFP, ChFCAvid Wealth Partners, LLC