Advisor at Alspaugh Wealth Management
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Firm
Alspaugh Wealth Management
Location
Cape Girardeau, MO 63701
Credentials
Series 65
Industry experience
5 years
Jason Lee is a financial advisor with Alspaugh Wealth Management in Cape Girardeau, MO, holding a Series 65 designation and five years of industry experience. He has worked at Alspaugh Wealth Management since 2020 and concurrently at Innovative Insurance Consultants since 2009, where he serves as a licensed insurance agent. Alspaugh Wealth Management provides discretionary asset management and financial planning to individual and high-net-worth clients, along with ERISA 3(21) fiduciary services for retirement plan sponsors. The firm employs a multi-method approach to portfolio management and supports client-directed accounts as well as relationships with third-party money managers.
Based on Alspaugh Wealth Management
Based on Alspaugh Wealth Management
Fixed fees for financial planning up to $20,000, negotiable
$50,000 - $500,000: 1.70% annually $500,001 - $1,000,000: 1.40% annually $1,000,001 - $2,000,000: 1.20% annually $2,000,001 - $3,000,000: 1.00% annually $3,000,001 - $4,000,000: 0.85% annually $4,000,001 - $7,000,000: 0.75% annually $7,000,000 - $10,000,000: 0.65% annually Over $10,000,001+: 0.50% annually
Account minimum: $50,000 Minimum fee: $300 annual fee for Client Directed Accounts (CDA), billed quarterly
1923 North Kingshighway, Suite 4
Cape Girardeau, MO 63701
Missouri
Alspaugh Wealth Management, LLC
2020 - Present (6 years)
Innovative Insurance Consultants
2009 - Present (17 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Series 65
Cape Girardeau, MO
Strategic Investment Advisors, Ltd.
Series 66
Cape Girardeau, MO
Alspaugh Wealth Management
Series 63, Series 65
Cape Girardeau, MO
Tactive Advisors, LLC
CFP®, Series 63, Series 65
Cape Girardeau, MO
Nbc Securities, Inc.
Series 63, Series 65
Cape Girardeau, MO
VOYA Financial Advisors, Inc.
Series 66
Jackson, MO
Sanctuary Advisors, LLC
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