Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are charged based on a flat percentage using account value. Clients who contracted with the Advisor prior to December 19, 2023, are grandfathered under a different fee schedule.
Fee Estimator
Financial planning fees range from $200-$400 per hour, plus a $250 setup fee and $50 monthly fee for ongoing services. Investment management fees are based on a percentage of assets under management. Clients who signed agreements prior to December 19, 2023, have a different fee schedule. Consultation fees range from $200-$400 per hour, with a $5,000 minimum for Delaware Statutory Trusts (DSTs).
Areas of Practice
Advisor Information
Office location
22730 Fairview Center Dr, Suite# 150, Fairview Park, OH, 44126
Get directionsRegulatory History (7)
Customer Dispute
August 2013Regulatory
December 2012Customer Dispute
March 2012Customer Dispute
June 2010Customer Dispute
February 2010Customer Dispute
November 2009Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Jon is an independently licensed insurance agent, spending minimal time on this activity during office hours. He also owns J Arnold Mortgage and Loan Advisors LLC and J Arnold Real Estate Advisors LLC, and is a board member for the Chamber of Commerce and Eastern Gateway College, as well as owner of Super Cars LLC.