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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Annual fees are negotiable at the discretion of the advisor.
Fee Estimator
Fees are customized to client needs and can be a percentage of assets under management (AUM), hourly, or fixed. AUM fees for managed brokerage accounts are tiered (see table). Fees vary by sub-advisor, typically between 0.4% and 1% per year, with possible additional transaction, custody, and platform fees. Hourly fees are a minimum of $100 per hour. Fixed fees are negotiable. Clients can cancel with 30 days' written notice, receiving a pro-rata refund for unrendered financial planning services.
Areas of Practice
Advisor Information
Office location
8310 S. Valley Highway, Suite 110, Englewood, CO, 80112
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is involved in numerous business activities, including serving as President/CEO of Parsonex Enterprises, Inc., an agent for Parsonex Insurance Agency, Inc. selling insurance products, and a managing member of several Parsonex entities related to investment funds. He also has roles in Apex Production Company LLC, Apex Integrated Capital, Publish or Perish Movie, LLC, and E. Magnud Oppenheim, an SEC registered advisory firm.