KJ
KJ

Kurt Jasin

5 Years of Experience
Los Angeles, CA
1 DisclosureBroker

Kurt Jasin is a registered investment advisor at Alliancebernstein L.P., based in Los Angeles, CA, with 5 years of industry experience. Kurt is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 30,285 clients with $760B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
515 advisors
Number of Clients
30,285 clients
Average Client Portfolio
$25.2M average
Assets Under Management
$763.4B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.85%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $3.0M1.20%
$3.0M - $5.0M1.10%
$5.0M - $10.0M1.05%
$10.0M - $25.0M0.90%
$25.0M - $50.0M0.75%
$50M+0.65%

Rates reflect return-seeking and diversifying assets. Accounts between $1 million and $5 million are subject to an additional 0.25% administrative and servicing charge on the first $3 million of applicable assets. Other asset classes and strategies have separate fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

1999 Avenue of the Stars, Suite 2150, Los Angeles, CA, 90067

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
January 2001
Final Disposition
Other Business Activities

Kurt owns a rental property since 2006, spending minimal time addressing tenant questions. This activity is not investment-related.

Employment History
Current Registrations
Alliancebernstein L.P.
August 2021 - Present · 5 yrs 2 mos
Sanford C. Bernstein & CO., LLC
August 2021 - Present · 5 yrs 2 mos
Sanford C. Bernstein & CO., LLCBroker
August 2021 - Present · 5 yrs 2 mos
State Registrations26 states
ALARAZCACODCDEFLGAIDMAMDMNNENJNVNYOHORPAPRTNTXVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors