Jarrett Topel
Jarrett Topel is a CFP-designated registered investment advisor at Topel & Distasi Wealth Management, LLC, based in Berkeley, CA, with 26 years of industry experience. Jarrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 211 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Topel & DiStasi Wealth Management offers asset management and comprehensive portfolio management services. The maximum annual fee charged for these services is 1.4% of the value of your investments. Fees are calculated quarterly in advance, based on the value of your account on the last day of the previous quarter. The fees are negotiable.
Location
2907 Claremont Avenue, Suite 111, Berkeley, CA, 94705
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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 ActivitiesSells Insurance
Jarrett is involved in non-variable insurance activities through Topel & Distasi Wealth Management, LLC. He also dedicates about 10-20% of his time to non-variable insurance, long-term care (LTC), and group health insurance.
Employment History
Current Registrations
Topel & Distasi Wealth Management, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.