Jason Kaplan
Jason Kaplan is a registered investment advisor at Howard Capital Management Group, LLC, based in Los Angeles, CA, with 16 years of industry experience. Jason 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 544 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Fees may be negotiable. Schedule shown is for Equity & Balanced Investment Advisory Services. Fixed Income Investment Advisory Services have a different fee schedule: 0.60% on assets up to $2,499,999, 0.50% on assets from $2,500,000 to $4,999,999, 0.40% on assets from $5,000,000 to $9,999,999, and 0.35% on assets from $10,000,000 and above.
Fee Estimator
Location
11601 Wilshire Blvd, Suite 2000, Los Angeles, CA, 90025-1766
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Howard Capital Management Group, LLC
Previous Registrations
Howard Capital Management
State Registrations2 states
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