Yoel Kaplowitz
Yoel Kaplowitz is a CFP-designated registered investment advisor at Able Wealth Management LLC, based in Toms River, NJ, with 13 years of industry experience. Yoel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,030 clients with $580M 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 $500K | 1.25% |
| $500K - $1.8M | 1.00% |
| $1.8M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Firm also offers a Comprehensive Wealth Management service at a flat 1.00% of assets. Fees are negotiable.
Fee Estimator
Location
185 Route 70, Unit 105, Toms River, NJ, 08755
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 ActivitiesSells Insurance
Yoel is licensed in life and health insurance.
Employment History
Current Registrations
Able Wealth Management LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
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.
Exams
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