Jason Klopman is a CFP-designated registered investment advisor at Xml Financial Group, based in Bethesda, MD, with 19 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 4,185 clients with $3B 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.70% |
| $6.0M - $7.0M | 0.60% |
| $7.0M - $8.0M | 0.50% |
| $8.0M - $9.0M | 0.40% |
| $9.0M - $10.0M | 0.30% |
| $10.0M - $11.0M | 0.20% |
| $11.0M - $12.0M | 0.20% |
| $12.0M - $13.0M | 0.20% |
| $13.0M - $14.0M | 0.20% |
| $14.0M - $15.0M | 0.20% |
| $15M+ | Included |
Fees above $15,000,000 are negotiable.
Fee Estimator
Location
6901 Rockledge Drive, Suite 730, Bethesda, MD, 20817
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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 an equity member of BR Financial Associates Management Company, LLC, a management company for XML Financial, LLC and XML Securities, LLC. This requires minimal time.
Employment History
Current Registrations
Xml Financial Group
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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