Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Teams Alliance charges an annual wrap fee ranging from 0.60% to 1.10%, which includes securities transaction fees. The fee is based on factors like the representative assigned, assets invested, complexity, and servicing needs. Clients may be responsible for fees for trades executed away from the custodian, trustee fees, and mutual fund/ETF internal expenses. Fees are charged quarterly in advance, based on the prior quarter's value. Similar clients could pay different fees.
Areas of Practice
Advisor Information
Office location
15520 Rockfield Blvd. Suite G, Irvine, CA, 93618
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
Jonathon is involved with United AMG Group Health and outside fixed insurance sales, dedicating a few hours per week to each. He also serves as a co-trustee for his parent's irrevocable trust, which holds life insurance and cash, but this requires minimal time.