Advisor at Cordatus Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cordatus Wealth Management LLC
Location
Yardley, PA 19067
Credentials
Series 63, Series 65
Industry experience
16 years
Jason Bass is a financial advisor with Cordatus Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Cordatus in 2016. Outside of his advisory role, he serves on the boards of the Business 2 Business Association and the local YMCA. Cordatus Wealth Management LLC provides wealth planning, asset management, retirement plan consulting, and executive services to individuals, trusts, charitable organizations, and businesses. The firm generally manages accounts on a discretionary basis, using proprietary investment programs and risk-mitigation strategies, and offers advice through both traditional advisory arrangements and wrap-fee programs.
Based on Cordatus Wealth Management LLC
Based on Cordatus Wealth Management LLC
Financial planning fees generally fixed between $500 and $1,000 per plan.
$0+: 0.00% to 1.50% per annum (negotiable, varies by account size and complexity) for asset management of individual client equity assets $0+: 0.10% to 1.00% per annum (negotiable, varies by plan size and complexity) for retirement plan consulting and corporate services
Certain employees receive commissions and 12b-1 fees as registered representatives of Prospera Financial Services, Inc. for commissionable transactions and mutual fund share class sales.
Services may be performed on an hourly basis in limited circumstances (not specifically quantified).
Fee-only: Fixed financial planning fees generally between $500 and $1,000 per plan, may vary with complexity; hourly fees possible for some services.
95 S. Main Street
Yardley, PA 19067
Pennsylvania
Cordatus Wealth Management LLC
2016 - Present (10 years)
Prospera Financial Services
2016 - Present (10 years)
WELLS FARGO ADVISORS LLC
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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