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 $250K | 1.25% |
| $250K - $3.5M | 1.00% |
| $3.5M+ | 0.80% |
Fees are subject to negotiation.
Fee Estimator
Financial planning fees range from $500 to $10,000, or $150 to $300 per hour, depending on complexity. Investment advisory fees are based on a percentage of assets under management. The standard AUM fee is 1.25% for assets under $250,000, 1.00% for assets between $250,000 and $3,500,000, and 0.80% for assets over $3,500,000. Fees are negotiable. The annual AUM fee is prorated and paid monthly, in arrears, based on the average daily balance.
Areas of Practice
Advisor Information
Office location
955 West Main St., Abingdon, VA, 24210
Get directionsRegulatory History (2)
Customer Dispute
April 2005Customer Dispute
September 2004Other Business ActivitiesSells Insurance
Jonathan is the president of Lopez Wealth Management Group, LLC, a holding company for affiliates, and several other entities including Lopez Wealth Insurance Services, Lopez Wealth Management LLC, Lopez Wealth Direct Brokerage, LLC, Halo Marketing and Management Inc, Highlands Motorsports Inc, and Universal Investment Co Inc. He also serves as treasurer for the Financial Leadership Council, dedicating minimal time, and is a member of the Dunham Advisory Board, spending minimal time.