Advisor at Weatherhelm Capital Management LLC
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Firm
Weatherhelm Capital Management LLC
Location
Osprey, FL
Credentials
Series 63, Series 65
Industry experience
14 years
Jason Kastner is a financial advisor with Weatherhelm Capital Management LLC in Cambridge, NY, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Weatherhelm Capital Management since 2015 and at Weatherhelm Futures, LLC since 2022. Prior to that, he was with Costello, Valente & Gentry, PC for seven years. Weatherhelm Capital Management advises individual and high-net-worth clients on discretionary portfolio management, retirement-plan advisory, and alternative-asset consulting. The firm employs a cash-flow and Investment Policy Statement driven approach, utilizing a variety of equity, fixed income, ETF, and derivative strategies to manage risk and tailor tactical allocations.
Based on Weatherhelm Capital Management LLC
Based on Weatherhelm Capital Management LLC
$0 - $100,000: 2.00% $100,001 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.72%
Up to $250 per hour (negotiable)
20% of quarterly trading profits, base management fee waived for performance-based accounts; minimum initial investment generally $500,000 (negotiable)
Fee-only: Fee-only registered investment advisor, no commissions
Osprey, FL
Florida · New York · Rhode Island · Texas
Weatherhelm Futures, LLC
2022 - Present (4 years)
Weatherhelm Capital Management LLC
2015 - Present (11 years)
Costello, Valente & Gentry, Pc
2014 - 2021 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Series 63, Series 65
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