Joseph Maslowski is a registered investment advisor at Capital Asset Management, LLC, based in Denver, CO, with 18 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 160 clients with $190M 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 $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for amounts over $5,000,000. Accounts within the same household will be combined for a reduced fee.
Fee Estimator
Location
1800 Glenarm Place, Suite 703, Denver, CO, 80202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Capital Asset Management, LLC
Previous Registrations
J.p.morgan Securities INC.
J. P. Morgan Securities INC.
Jpmorgan Securities INC
State Registrations1 state
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