Joshua Haron
Joshua Haron is a registered investment advisor at Haron Capital Management, LLC, based in Cape Canaveral, FL, with 21 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 43 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Haron Capital Management charges a performance-based fee of 20% of the capital appreciation of your portfolio. If your portfolio increases in value, you pay 20% of that increase. If the portfolio drops in value, you don't pay a fee until it exceeds the previous highest value. As an accommodation, HCM will consider a negotiable asset management fee up to 1% on a limited basis for certain clients.
Location
Cape Canaveral, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 1991Employment History
Current Registrations
Haron Capital Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Stratton Oakmont INC.Broker
Bear, Stearns & CO. INC.Broker
Prudential-Bache Securities INC.Broker
Thomson Mckinnon Securities INC.Broker
Drexel Burnham Lambert IncorporatedBroker
Oppenheimer & CO., INC.Broker
L. F. Rothschild & CO. IncorporatedBroker
Kurz-Liebow & Company, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.