Jason Frede is a CFP-designated registered investment advisor at Haslet Advisors, LLC, based in Los Angeles, CA, 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 Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 17 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Haslet Advisors offers comprehensive portfolio management where they manage your investments and provide financial planning. The annual fee will not exceed 1.50% and is charged quarterly in advance. There is a $2,500 minimum quarterly fee. Fees are negotiable and deducted from client accounts.
Location
Los Angeles, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a managing member of Tacony Investment Partnership, L.P., assisting with audits, accounting, valuation, and investor support, dedicating a few hours per week. He is also a managing member of Trumbull Advisors, LLC, an administrative entity for Tacony Investment Partnership, L.P., with minimal duties.
Employment History
Current Registrations
Haslet Advisors, LLC
Previous Registrations
Haslet Advisors, LLC
State Registrations1 state
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