Jacob Berkman is a registered investment advisor at Kinetic Investment Management, INC., based in Los Angeles, CA. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,460 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kinetic Investment Management offers portfolio management services, but the fees are not specified in this brochure. The fees are negotiable and outlined in the Investment Advisory Contract. Kinetic Investment Management may direct clients to internally managed strategies and/or third-party investment advisers. All fees are collected by the third-party investment advisers and are then shared with Kinetic Investment Management who receives its fee paid directly from the third-party adviser.
Location
633 W 5th Street, Suite 1050, Los Angeles, CA, 90071
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kinetic Investment Management, INC.
Previous Registrations
Nylife Securities LLCBroker
State Registrations1 state
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