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Justin Marc Kaplan

BALANCE POINT CAPITAL ADVISORS, LLC·WESTPORT, Connecticut
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285 RIVERSIDE AVENUE, WESTPORT, CT 06880CRD# 4423373Firm CRD# 264789
01

About

Justin Marc Kaplan is a registered financial advisor based in WESTPORT, Connecticut, affiliated with BALANCE POINT CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BALANCE POINT CAPITAL ADVISORS, LLC
BALANCE POINT CAPITAL ADVISORS, LLC
AUM
$2.0B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at BALANCE POINT CAPITAL ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: DEBT CLOSING FEES
Regulatory
SEC/IARD CRD# 4423373
Firm CRD# 264789
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Justin Marc Kaplan offer?
Justin Marc Kaplan specializes in Retirement Planning. Contact their office in WESTPORT, Connecticut for a consultation.
What are Justin Marc Kaplan's credentials?
Justin Marc Kaplan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Justin Marc Kaplan located?
Justin Marc Kaplan is based in WESTPORT, Connecticut, working with BALANCE POINT CAPITAL ADVISORS, LLC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does Justin Marc Kaplan charge for services?
Justin Marc Kaplan's firm is compensated through percentage of aum, performance-based fees, other: debt closing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BALANCE POINT CAPITAL ADVISORS, LLC?
BALANCE POINT CAPITAL ADVISORS, LLC has approximately 17 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
GREENWICH GuideSTAMFORD GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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