Your Family's Wealth Deserves Special Care

I specialize in helping families navigate the complexities of:

  • Inheritance and wealth transfer

  • Trust & estate planning

  • Tax planning during major wealth events (e.g., IPO, concentrated stock, etc)

  • Multi-generational wealth planning

  • 1031 exchange & DST planning

The Power of Low Fees

Investment fees are one of the biggest drags on long-term financial returns. Having a financial advisor doesn’t have to mean paying high fees. I'm passionate about educating clients on cost-effective investment strategies that preserve and grow your wealth.

Tax Planning

Along with investment fees, taxes are the other major source of drag on returns. I specialize in advanced techniques and recent financial innovations to manage tax exposure.

Who I Work With

  • Families managing inherited wealth

  • Trust beneficiaries seeking guidance

  • High net worth professionals

  • Families with large real estate portfolios

Reach out if you’d like to schedule a free consultation:

jason@toupscapitaladvisors.com

FAQ

1. How will you assist me in reaching my financial goals?

The first step of my financial planning process is to learn about you as a person: what are your goals in life, how do your finances fit into that picture, and where are you right now?

The second step is to develop a plan to ensure that your finances support your goals.

The third step is to act on that plan by developing the appropriate investment allocations, opening and funding the right accounts, and updating the plan based on changes to your life circumstances or goals.  

2. How are you compensated as an advisor?

I am a fee-only advisor, meaning that my only compensation comes from services I provide to you. I do not receive any commissions or kickbacks on your investments.

My fee structure is based on a flat-fee plus an AUM-fee on any assets above that level. I charge $4,000 flat for the first $500,000 of assets under management. After that, I charge 0.50% of assets under management. Please review my Form ADV Part 2A for a complete pricing discussion.

3. If you accept commissions, will you provide an itemized list of the amount of compensation you earn from the different products you recommend to me (including trails)?

I do not receive any commissions. 

4. Do you accept or pay any referral fees?

I do not accept or pay any referral fees. 

5. Are you held to a fiduciary standard of care at all times?

I am always held to a fiduciary standard.

6. Will you sign a fiduciary oath to put my interests first at all times?

I would be happy to.

7. What are your professional credentials and experience?

I graduated from Yale University with a degree in Economics and Religious Studies. I have previously worked in investment banking, management consulting, and tech. My previous employers include J.P. Morgan, McKinsey & Company, and several early-stage startups. 

8. Have you ever been disciplined by the SEC or FINRA?

No, never.

9. What is your investment philosophy or style?

I generally focus on low-cost, passive strategies. However, I will deviate from that if there are compelling tax reasons to do so.