Jon Michael Hogan
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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Related accounts may be combined for fee paying purposes.
Fee Estimator
SDW charges fees based on a percentage of assets under management for portfolio management services. Financial planning services are offered for a fixed fee ($1,000 to $10,000) or an hourly fee ($250 to $500). Fees are negotiable. The firm requires a minimum of $200,000 to open and maintain an advisory account, but this may be waived at SDW's discretion.
Areas of Practice
Advisor Information
Office location
50 South 6th Street, Suite 1405, Minneapolis, MN, 55402
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
Jon is a partner/president of Hogan Enterprises LLC, a personal investment club focused on publicly traded securities. He spends a few hours per week on activities such as raising capital, conducting meetings, and executing trades.