Jason Brustkern is a registered investment advisor at Kelley Investments, based in Waterloo, IA. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 216 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kelley Investments charges an annual fee based on a percentage of the value of your account, up to a maximum of 1.75%. The exact fee depends on the services you need, the complexity of your situation, and the amount of assets they manage. This fee is deducted from your account monthly. Fees are negotiable. The firm may utilize margin in client accounts and uses the “net value” of the client’s margin account assets for determining fees.
Location
Waterloo, IA
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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
Kelley Investments
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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