Jonathan Grabe
Jonathan Grabe is a registered investment advisor at Sb Advisory, LLC, based in Ocala, FL, with 32 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,574 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable. For Advisor Choice Program/AssetMark Programs/Brinker Capital, clients will be charged the money manager's fee schedule plus an additional negotiable fee of up to 1.25% to SB Advisory. Total fees do not exceed 2.50% of assets under management. For Flexible Plan Investments, the total advisory fee will not exceed 1.5% annually.
Fee Estimator
Location
20 E. Fort King Street, Suite B-4, Ocala, FL, 34471
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
March 2021Regulatory
February 1992Criminal
May 1983Other Business ActivitiesSells Insurance
Jonathan is an insurance agent selling various insurance products including life, disability, annuity, long-term care, health, Medicare supplements, and group products. He also owns Corporate Capital Resources of Florida, an entity established to receive commissions, and sells property and casualty insurance. These activities each take about 10-20% of Jonathan's time.
Employment History
Current Registrations
Sb Advisory, LLC
San Blas Securities LLCBroker
San Blas Securities LLC
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Lincoln Financial Securities Corporation
Comprehensive Financial LLC
Lincoln Financial Securities CorporationBroker
Jefferson-Pilot Investor Services, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
First Investors CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.