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Asset Dedication, LLC

Updated today

Total assets under management

$2,612,447,129

Total clients

1,999

39% high-net worth

Total advisors

5

of 7 employees

Firm size

Multi Team

Average clients per advisor

400

Average account size

$1,306,877

Client services

Financial planning Portfolio management
Portfolio consulting; provides services (1), (2), & (5) above as third-party advisor or sub-advisor

Fee options

Fixed

Affiliated Advisors may charge additional flat fees for financial planning and other services in addition to or in lieu of the investment management fee.

Percentage

Tiered maximum fees depending on client type: up to 0.35% for clients of Third-Party Advisors; up to 1.85% for clients of In-House Advisors.

Other

Account minimum: In House Advisors may have minimum asset size requirements in order to service accounts, but no specific minimum amount is stated in the brochure.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Asset Dedication, LLC

220 Montgomery Street, #1098

San Francisco CA 94104-3475, United States

Number of offices

3

Advisors at this firm

Jason B

CFP®, RICP®

San Francisco, CA

Asset Dedication, LLC

Jason is a CERTIFIED FINANCIAL PLANNER™ practitioner and Retirement Income Certified Professional® specializing in retirement planning at BWM, LLC. Jason frequently writes about modern retirement theory, the comprehensive retirement planning process that offers customized solutions for each individual retiree. Jason’s articles Modern Retirement Theory, Using a Hierarchy of Funds to Reach Client Goals, and Contingency Fund: Individual Retiree Risk Management (with M. Ray Grubbs, Ph.D.) have been published in the Journal of Financial Planning. As well, content from these works appear in the Retirement Management Analyst textbook and the Retirement Income Certified Professional® curriculum. Jason has been quoted in outlets including Forbes, MarketWatch, CNBC, Morningstar, NASDAQ.com, Bogleheads.com, and Advisor Perspectives. He served as a contributing author for the Financial Planning Association’s (FPA) general public website. He currently serves as a Peer Reviewer for the Journal of Financial Planning. He formerly served on the Journal of Financial Planning’s Advisory Board (2010-2014) and as a peer reviewer for the Retirement Management Journal. Jason has served as an expert witness for FINRA arbitration. In 2014, Jason was appointed by the Governor and confirmed by the state Senate to serve on the College Savings Mississippi Board. Branning is married with 4 children and is active in his local church. He is an honors graduate of Mississippi College with a B.A. in English and holds a certificate in Financial Planning from Florida State University. His hobbies are reading and running.

Wealth management General retirement planning Baby Boomers (Born 1946-1964)

Johnson R

CFP®, ChFC®

Jackson, MS

Asset Dedication, LLC

Johnson is a CERTIFIED FINANCIAL PLANNER practitioner and a Chartered Financial Consultant® at Branning Wealth Management, LLC. He is a Magna Cum Laude graduate of Mississippi State University where he received his Bachelor’s degree in Business Administration with a concentration in finance. Through prior experience with non-profit organizations, Johnson has developed a genuine interest in cultivating meaningful relationships with others. Primarily serving millennials and those starting out in their working careers, Johnson is poised to provide hands-on, practical advice for your financial life. Johnson is an active member at First Presbyterian Church of Jackson, where he is involved with the music ministry, young adult ministry, and serves as an usher. He serves on the board of directors for the Financial Planning Association (FPA) of Mississippi. He enjoys playing guitar and mandolin, sports, and fishing of any kind. He and his wife, Anna, currently reside in Jackson.

Wealth management Active portfolio management Tax-loss harvesting HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995)
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Jeremy F

CFA®, Series 63

San Francisco, CA

Asset Dedication, LLC

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Jason R

Series 66

San Francisco, CA

Asset Dedication, LLC

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Brian D

CFP®, Series 63, Series 65

San Francisco, CA

Asset Dedication, LLC

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John B

Series 65, Series 66

San Francisco, CA

Asset Dedication, LLC

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Kristi T

CFP®, Series 63

San Francisco, CA

Asset Dedication, LLC

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Kelly J

CFP®, Series 65

Jackson, MS

Asset Dedication, LLC

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Daniel Y

Series 65

San Francisco, CA

Asset Dedication, LLC

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Stephen H

Series 65

San Francisco, CA

Asset Dedication, LLC

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