Jason Alexander Frede
Advisor at Haslet Advisors, LLC — Los Angeles, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65, Series 66
Experience Industry experience
16 years
Location
Los Angeles, CA
Haslet Advisors, LLC
Independent
Total advisors
1Clients per advisor
15 TypicalAvg AUM per client
$1,190,892 HighHNW client ratio
100% Very HighJason Frede is a CFP® with 16 years of industry experience and the sole advisor at Haslet Advisors, LLC, an independent firm based in Los Angeles. He previously managed TACONY Investment Partnership, L.P. for 20 years, where he was involved in accounting, valuation, investor support, and audit assistance. Haslet Advisors serves a primarily wealthier and institutional client base, offering discretionary portfolio management, financial planning, and third-party sub-advisory oversight. The firm employs a combination of fundamental and technical analysis across various investment instruments and strategies, with a focus on individualized portfolio construction and ongoing monitoring.
Based on Haslet Advisors, LLC
Based on Haslet Advisors, LLC
Written financial plans generally assessed minimum fee of $4,500, negotiable
Tiered fee schedule up to 1.50% annually, specifics negotiated in advisory agreement
Up to $500 per hour for financial planning and consulting services
Recurring fees may be charged for financial planning and consulting based on engagement scope
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $2,500 regardless of account value, fees are negotiable Fee-only: Hourly fees up to $500/hour for financial planning and consulting; recurring fees may also apply based on engagement
Los Angeles, CA
Los Angeles CA
Advisors at this office
1
California
16 years of industry experience
Haslet Advisors, LLC
2012 - Present • 14 years
Los Angeles, CA
TACONY Investment Partnership, L.P.
2000 - 2020 • 20 years
Lawrenceville, NJ
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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
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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