Jason Kitner is a registered investment advisor at Ghp Investment Advisors INC, based in Denver, CO, with 24 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,234 clients with $3.1B 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 | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $75.0M | 0.35% |
| $75M+ | 0.30% |
Schedule reflects equity assets under management. Fixed income assets are charged a standard rate of 0.50% per year. Fees are negotiable.
Fee Estimator
Location
1290 Broadway, Suite 1100, Denver, CO, 80203
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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 a co-owner of SAK Brands LLC, an online retailing business, with his wife since August 2016. He spends about 10-20% of his time on tasks such as sourcing products, listing, shipping, and market research.
Employment History
Current Registrations
Ghp Investment Advisors INC
Israel Investment Advisors, LLC
Previous Registrations
Ghp Investment Advisors INC
Tradestation Securities, INC.Broker
Redwood Trading, LLCBroker
Hold Brothers On-Line Investment Services L.L.C.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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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