Kurt Jamiel
Kurt Jamiel is a registered investment advisor at Income Associates, based in Barrington, RI, with 28 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 77 clients with $9.4M 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 $100K | 1.70% |
| $100K - $250K | 1.60% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5.0M - $6.0M | 0.40% |
| $6M+ | 0.30% |
The annual fee is negotiable. When utilizing AFS Income Associates charges an annual investment advisory fee based on the total assets under management of up to 1.25%.
Fee Estimator
Location
57 Maple Ave, Suite 104, Barrington, RI, 02806
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2013Other Business ActivitiesSells Insurance
Kurt is the president of Fleapost Inc. since 2001 and sole member of QOZ LLC since 2018, an investment holding entity. Kurt also works as an insurance agent selling health insurance with various companies, dedicating a few hours per week, and is the owner/operator of Quiet Keeper, spending a few hours per week on sales, service, bookkeeping, and payroll administration.
Employment History
Current Registrations
Income Associates
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Capitol Securities Management, INC.
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Capitol Advisory CorporationBroker
Linsco/private Ledger CORP.Broker
Salomon Smith Barney INC.Broker
Citizens Financial Services INC.Broker
Citizens Financial Services INC.Broker
Bankboston Investor Services, INC.Broker
Aegon USA Securities INC.Broker
State Registrations2 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.