Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
SB Advisory charges fees for portfolio management based on the amount of assets they manage for you. These fees are negotiable, but can be up to 2.50% annually. The firm also offers financial planning services, with comprehensive plans costing up to $15,000 or 1% of assets covered, limited planning at $600/hour, and hourly consulting also at $600/hour. Transaction fees may apply for accounts in the RBC program. The firm's affiliate may receive compensation through mark-ups and revenue sharing arrangements with RBC.
Areas of Practice
Advisor Information
Office location
20 E. Fort King Street, Suite B-4, Ocala, FL, 34471
Get directionsRegulatory History (3)
Employment Separation After Allegations
March 2021Regulatory
February 1992Criminal
May 1983Other Business ActivitiesSells Insurance
Jonathan is an insurance agent selling various insurance products including life, disability, annuity, long-term care, health, Medicare supplements, and group products. He also owns Corporate Capital Resources of Florida, an entity established to receive commissions, and sells property and casualty insurance. These activities each take about 10-20% of Jonathan's time.