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 $1.5M | 1.00% |
| $1.5M - $2.5M | 0.80% |
| $2.5M+ | 0.60% |
Clients with agreements dated prior to January 2018 may have a different fee schedule. UAA may waive, in whole or in part, management fees for friends, relatives, or others with whom the Firm or Representative has established personal or family relationships.
Fee Estimator
UAA charges an annual fee based on assets under management, billed quarterly in arrears. Fees may be based on household value for billing purposes. Clients with agreements before January 2018 may have a different fee schedule. UAA may waive fees for friends, relatives, or others with established personal or family relationships. Fixed income portfolio management has a separate fee of 0.5%.
Areas of Practice
Advisor Information
Office location
4707 Executive Dr, San Diego, CA, 92121-3091
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 operates his LPL business through Cadence Investment Services and offers fixed annuities through Fidelity & Guaranty, United Life Insurance Company, and Oceanview Life and Annuity. He also serves as Vice President/Financial Advisor at Cadence Bank, spending a few hours per week, and owns Keystone Assets LLC, a real estate rental business, dedicating a few hours per week.