The advisory fee is negotiable and varies based on services provided, typically taking the form of a percentage of assets under management, ranging up to 2.00% per annum. Clients receiving financial planning and consulting services may be subject to an additional negotiable hourly or flat fee. Fees are billed quarterly in advance. The firm may 'household' certain client accounts for fee calculation purposes.
4440 PGA Blvd, Suite 600, Palm Beach Gardens, FL, 33410
Get directionsJonathan is a managing member of Prosperity Wealth of Florida, LLC, and spends nearly full-time on insurance sales, specifically life insurance and annuities. He dedicates 200 hours per month to this activity, with 160 hours spent on trading.