Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
30 advisors
Number of Clients
27,435 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$45.5B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000

KAR's fees are based on assets under management and are negotiable. Wealth advisory clients pay a minimum annual fee of $10,000. Separately managed accounts incur an additional fee of 0.30% to 1.25% per annum. For IRA and ERISA accounts, wealth advisory fees are not charged on assets invested in mutual funds sub-advised by KAR or its affiliates.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Advisor Information

Office location

1840 Century Park East, Suite 100, Los Angeles, CA, 90067

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Vp Distributors LLCBroker
August 2025 - Present · 5 mos
Vp Distributors LLC
August 2025 - Present · 5 mos
Previous Registrations
Charles Schwab & Co., INC. Broker
August 2022 - August 2025 · 3 yrs
Charles Schwab & Co., INC.
August 2022 - August 2025 · 3 yrs
Fidelity Personal and Workplace Advisors
July 2018 - June 2022 · 3 yrs 11 mos
Strategic Advisers LLC
May 2014 - July 2018 · 4 yrs 2 mos
Fidelity Brokerage Services LLCBroker
April 2014 - June 2022 · 8 yrs 2 mos
Merriman Capital, INC.Broker
June 2013 - April 2014 · 10 mos
Brookline Group, LLCBroker
January 2013 - April 2013 · 3 mos
Roth Capital Partners, LLC Broker
August 2004 - September 2012 · 8 yrs 1 mo
Rushtrade SecuritiesBroker
April 2004 - June 2004 · 2 mos
Banc of America Securities LLCBroker
April 2001 - July 2002 · 1 yr 3 mos
Ndb Capital Markets, LPBroker
September 1998 - April 2001 · 2 yrs 7 mos
Cruttenden Roth Incorporated Broker
February 1997 - August 1998 · 1 yr 6 mos
Dean Witter Reynolds INC.Broker
January 1996 - April 1996 · 3 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jonathan E Isaacman - Financial Advisor | AdvisorDiscover