Jaydon Wargin is a registered investment advisor at Liberty Financial Group, INC., based in Elm Grove, WI. Jaydon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 238 clients with $190M 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 $750K | 1.00% |
| $750K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable at the firm's discretion and may be modified based on individual circumstances and complexity. Cash is included as an asset class when calculating fees. Minimum annual engagement fee is $4,500.
Fee Estimator
Location
13150 Watertown Plank Rd, Suite 203, Elm Grove, WI, 53122
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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 →Employment History
Current Registrations
Liberty Financial Group, INC.
State Registrations2 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
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