Jason Andrew Rose
Advisor at Hofkin Capital Management, Inc. — Edina, MN
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
Series 66, Series 65
Experience Industry experience
6 years
Location
Edina, MN 55435
Hofkin Capital Management, Inc.
Supported
Total advisors
3Clients per advisor
12 Very LowAvg AUM per client
$2,369,865 Very HighHNW client ratio
44% HighJason Rose is a financial advisor at Hofkin Capital Management, Inc. with six years of industry experience. He holds Series 65 and Series 66 licenses and has served as a fundraiser for the Greater Twin Cities United Way since 2018. Hofkin Capital Management is a fee-only investment adviser serving individuals, trusts, estates, and retirement plans with an equities-focused approach that combines macro and company analysis. The firm is notable for its use of margin, hedging strategies, and performance-based fees for qualified clients.
Based on Hofkin Capital Management, Inc.
Flat fees may apply for employer-sponsored retirement plan consulting services, depending on scope.
$0 - $1,000,000: 2.00% $1,000,001+: 1.50%
Hourly fees may apply for employer-sponsored retirement plan consulting services, depending on scope.
Performance fee of 13% of cumulative net total return with a high watermark; payable annually; available only to clients with at least $1,100,000 AUM or $2,200,000 net worth or meeting qualified purchaser status.
Fee-only: Firm is compensated solely by client fees; does not accept commissions or compensation from other sources.
Edina, MN
200 Southdale Center
Edina MN 55435
Advisors at this office
3
Minnesota
6 years of industry experience
Hofkin Capital Management, Inc.
2022 - Present • 4 years
Minnetonka, MN
Greater Twin Cities United Way
2018 - Present • 8 years
Minneapolis, MN
Jewish National Fund
2016 - 2018 • 2 years
Minneapolis, MN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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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