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Jason Fisher

Advisor at StraightLine

Updated today

Location

Findlay, OH 45840

Credentials

Series 66

Industry experience

20 years

About

Jason Fisher is a financial advisor at StraightLine with 20 years of industry experience. He has been with StraightLine Group LLC since 2004 and holds a Series 66 designation. Jason is licensed to sell insurance products to clients who have insurance needs. StraightLine serves individual investors, retirement-plan sponsors, small businesses, and institutional clients by providing discretionary investment management, financial planning, and participant education through seminars and webinars. The firm uses proprietary model portfolios and an internal research team to guide investment decisions and supports a large client base with a ten-advisor team.

Client services

Based on StraightLine

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Consultations

Expertise

Based on StraightLine

General retirement planning Active portfolio management

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Fee options

Fixed

Non-discretionary portfolio allocation service: $3,600 annually billed quarterly; Financial Planning standalone service: $2,400 to $4,800 annually.

Percentage

$0 - $1,500,000: 0.90% $1,500,001 - $3,000,000: 0.75% $3,000,001 - $6,000,000: 0.60% $6,000,001+: 0.45%

Commissions

Commission-based compensation received from insurance products sold to clients.

Other

Fee-only: Fee-only adviser; fees are flat fees or percentage of AUM; no commissions except for insurance products sold separately.

Location

101 East Sandusky Street, Suite 300

Findlay, OH 45840

Most active in

Michigan · Ohio

Work history

Straightline Group LLC

2004 - Present (22 years)

Disclosures

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

Business activities & affiliations

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