Jason Kastner is a registered investment advisor at Weatherhelm Capital Management LLC, based in Osprey, FL, 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 Alternative Investments, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 77 clients with $91M 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 | 2.00% |
| $100K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.72% |
Fees are negotiable within each tier on a client-by-client basis. Alternative asset consulting is a separate fixed fee up to $2,000 annually. Optional performance-based fee of up to 20% of trading profits available for qualified clients with a minimum of $500,000.
Fee Estimator
Location
Osprey, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Weatherhelm Capital Management LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations4 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.
Exams
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