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 |
|---|---|
| $0+ | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF).
Fee Estimator
The maximum annual advisory fee is 2.00% of assets under management. A $150 annual minimum management fee is assessed on all accounts, which may equate to more than 2% for accounts under $7,500. All accounts are also assessed a $50 annual administrative and technology fee (ATF). Fees are collected either monthly or quarterly, in arrears or in advance. Financial planning services are charged through a fixed or hourly arrangement, with hourly fees ranging from $100 to $500 per hour and fixed fees ranging from $100 to $5,000. The minimum account value is $5,000.
Areas of Practice
Advisor Information
Office location
13840 Ballantyne Corp Pl, Suite 115, Charlotte, NC, 28277
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 Activities
Jonathan works as an investment adviser representative at Foundations Investment Advisors, LLC since February 2022. This activity requires a few hours per week during trading hours.