Jeffrey Kastner is a registered investment advisor at Roan Capital Partners, based in Johnson City, TN, with 12 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 328 clients with $150M 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 $2.0M | 1.20% |
| $2M+ | 1.00% |
Fees are negotiable and calculated as a tiered fee based on predefined asset levels. The firm uses the highest percentage rate from each tier's disclosed range as the schedule baseline.
Fee Estimator
Location
208 Sunset Dr., Suite #504, Johnson City, TN, 37604
Get directionsHistory
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
Jeffrey owns rental real estate property with family since 2015. He also operates under the DBA Redstone Brokerage Services for his LPL business.
Employment History
Current Registrations
Roan Capital Partners
Previous Registrations
LPL Financial LLC
Cwm, LLC
Gaam Wealth Advisors, INC.
LPL Financial LLC
UBS Financial Services INC.
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.
Exams
More Advisors
- Rebekah Burton, CFPRoan Capital Partners
- David Dau, CFPEdward Jones
- Andrew Ferguson, ChFCOsaic Wealth, INC.
- Michael Merritt, CFPEdward Jones
- David Paduch, CFPUBS Financial Services INC.
- Sheila Wandell, ChFC