Jason Tate Financial Consulting (JTFC) provides investment and financial advice. JTFC offers portfolio management, either with or without JTFC making the trades for you, and financial planning services. JTFC creates customized financial plans covering investments, insurance, retirement, education, and taxes. JTFC uses MoneyGuidePro software for analysis.
Assets Under Management$27M
Clients125
Advisors1
Avg. per Client$210K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$250
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.80% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K+ | 0.90% |
Schedule is for discretionary portfolio management. Non-discretionary portfolio management is charged 0.9% per year on all asset levels.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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