Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
1,060 clients
Average Client Portfolio
$62.7M average
Assets Under Management
$66.4B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only

This firm primarily works with institutional clients. The brochure lists various fee schedules for different investment strategies, such as U.S. Concentrated Equity, Classic Large Cap Value, and Global Fixed Income. These fees are calculated as a percentage of assets under management and are typically payable in arrears. Fees are subject to negotiation and may vary based on factors like long-standing relationships or anticipated client additions. Minimum initial investments are generally required to qualify for the listed separate account management fees.

Areas of Practice
Investment ManagementSocially Responsible Investing
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Advisor Information

Office location

1735 Market Street, Suite 1800, Philadelphia, PA, 19103

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jonathan is a board member of the Swarthmore Borough Pension Committee since 2017, managing town pension assets, dedicating minimal time. He is also the President of Better Attitude LLC, a fishing charter business, since March 2023, dedicating minimal time.

Employment History
Current Registrations
Brandywine Global Investment Management, LLC
March 2013 - Present · 12 yrs 10 mos
Franklin Distributors, LLC
March 2013 - Present · 12 yrs 10 mos
Franklin Distributors, LLCBroker
March 2013 - Present · 12 yrs 10 mos
Previous Registrations
Morgan Stanley Distribution, INC.Broker
January 2009 - April 2013 · 4 yrs 3 mos
Morgan Stanley Investment Advisors INC.
January 2009 - June 2011 · 2 yrs 5 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley Dw INC.Broker
March 2007 - April 2007 · 1 mo
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.