JW
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
209 clients
Average Client Portfolio
$410K average
Assets Under Management
$85.7M
Fee Structure
Minimum Investment:$25K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $500K | 1.20% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.88% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$1,200 - $3,000
Hourly Rate:$150 - $300/hr
You'll pay an annual fee based on your portfolio size (see rates in table). For example, the first $99,999.99 in assets will be assessed an annual fee of 1.60%. The minimum account size is $25,000, but this may be waived. Financial planning and consulting fees range from $1,200.00 - $3,000.00, or are billed hourly at $150.00 - $300.00 per hour, depending on the complexity and time involved.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Loading...
Advisor Information
Office location
425 2nd St. SE, Ste. 1200, Cedar Rapids, IA, 52401
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2012Settled
Other Business ActivitiesSells Insurance
Jon is an independent insurance agent for various companies, spending minimal time on this activity. He also owns two rental properties, dedicating minimal time to each.
Employment History
Current Registrations
Stonefield Investment Advisory, INC.
July 1999 - Present · 26 yrs 6 mos
Previous Registrations
Cetera Advisors LLCBroker
February 2012 - January 2021 · 8 yrs 11 mos
Pacific West Securities, INC.Broker
October 2010 - February 2012 · 1 yr 4 mos
Cambridge Investment Research, INC.Broker
November 1998 - November 2010 · 12 yrs
Robert W. Baird & CO. Incorporated Broker
May 1998 - November 1998 · 6 mos
Northwestern Mutual Investment Services, LLC Broker
April 1994 - November 1998 · 4 yrs 7 mos
State Registrations5 states
FLIALAMNTX
Advisor
Exams
No exam information available for this advisor.