Allison Kaplan is a registered investment advisor at Pathstone, based in Potomac, MD, with 19 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 2,219 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pathstone's fees for investment-related services are based on the specific services selected and can include asset-based fees (fixed or tiered percentage), fixed/flat fees, performance-based fees, or other arrangements. Fees are negotiable based on the size, complexity, and scope of the relationship. Clients are also responsible for third-party expenses such as brokerage costs and custodian fees. If clients invest in Pathstone's Affiliated Funds, they may be subject to additional fees at the fund level, but may also be eligible for fee discounts or breaks.
Location
12505 Park Potomac Ave, Suite 400, Potomac, MD, 20854
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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
Pathstone
Previous Registrations
Convergent Wealth Advisors, LLC
Lydian Wealth Management Company, LLC
State Registrations1 state
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