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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 148 clients with $87M 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 for portfolios over $10 million are negotiable. Grandfathered legacy clients from a prior acquisition may have a slightly different fee structure billed in advance.
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.
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 →Other Business Activities
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
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.
Exams
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