Jason Hilliard
Jason Hilliard is a registered investment advisor at Forecast Capital Management, based in Castle Rock, CO, with 14 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 191 clients with $110M 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 $1000K | 1.50% |
| $1.0M - $2.5M | 1.35% |
| $2.5M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.05% |
| $10M+ | 0.90% |
Fees are negotiable on a case-by-case basis.
Fee Estimator
Location
Castle Rock, CO
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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 the CEO/Managing Director for Forecast Capital Management LLC, a Registered Investment Advisory, since 2013. He dedicates nearly full-time hours to this role, split between normal and outside of normal trading hours, focusing on compliance, administration, trading, and marketing.
Employment History
Current Registrations
Forecast Capital Management
Previous Registrations
Great Point Capital LLCBroker
Sowell Management Services
Concert Wealth Management
Morgan Stanley
Morgan StanleyBroker
State Registrations3 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.