Jason Napoli is a ChFC-designated registered investment advisor at High Country Capital Management, based in Montrose, CO, with 15 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 153 clients with $82M 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees may be negotiable on portfolios over $10 million. In 2016, HCCM purchased the business of Miller Financial Services, LLC and agreed to grandfather in the firm’s then-current fee schedule. By special arrangement, the fees for these clients are invoiced quarterly in advance are as follows: Up to $1,000,000: 1.25%, $1,000,000 - $2,000,000: 1.00%, $2,000,000 - $10,000,000: 0.80%, $10,000,000 - $999,999,999: 0.50%
Fee Estimator
Location
521 E. Main Street, Montrose, CO, 81401-3931
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is the President and Principal of High Country Capital Management, a registered investment advisor, since 2012. He dedicates about half of his time to investment management and financial planning for individual and institutional clients, with minimal time spent during securities trading hours.
Employment History
Current Registrations
High Country Capital Management
Previous Registrations
Chase Investment Services CORP.
Tiaa-Cref Trust Company, Fsb
State Registrations1 state
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