Jason Klein is a CFA-designated registered investment advisor at Park Shore Partners LLC, based in Warrendale, PA, with 5 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 5 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Opportunity Funds charge 1.0% per annum (0.25% quarterly) plus a 10% performance fee. The Multi Asset Strategy Fund charges 0.75% per annum (0.1875% quarterly) plus strategy-specific incentive fees.
Fee Estimator
Location
200 Pinewood Ln, Suite 204, Warrendale, PA, 15086
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
Jason is the Director of Fixed Income at HBKS Wealth Advisors and a Portfolio Manager at Park Shore Partners, both RIAs. Both roles are investment-related and take up a full-time commitment each.
Employment History
Current Registrations
Park Shore Partners LLC
Hbks Wealth Advisors
Previous Registrations
Jkmilne Asset Management
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
More Advisors
- Brian Sommers, CFAPark Shore Partners LLC
- Ethan Berkebile, CFAPark Shore Partners LLC
- Stuart Strasner, CFADefiant Capital Group
- Jonathan Dane, CFA, CFPDefiant Capital Group
- Charles Petredis, CFAPetredis Investment Advisors
- George Sanders, CFAHbks Wealth Advisors