Jordan Barletta
Jordan Barletta is a CFP-designated registered investment advisor at Kasmat Risk Management, LLC., based in Coral Springs, FL, with 15 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8 clients with $25M 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 $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $8.0M | 1.00% |
| $8.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees negotiable for accounts over $10,000,000. Where the Firm waives the $100,000 account minimum, the annual fee is subject to a $1,000 minimum annual fee.
Fee Estimator
Location
Coral Springs, FL
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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
Jordan is an insurance agent specializing in commercial lines property & casualty and employee benefits, including health, life, and disability insurance.
Employment History
Current Registrations
Kasmat Risk Management, LLC.
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.