Jonathan Lopez
Jonathan Lopez is a CFP-designated registered investment advisor at Concord Wealth Partners, based in Abingdon, VA, with 39 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,284 clients with $950M 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 $250K | 1.25% |
| $250K - $3.5M | 1.00% |
| $3.5M+ | 0.80% |
Fees are negotiable and can vary based on several factors. Concord Asset Management, an affiliated sub-advisor, charges an additional 0.25% of assets under management.
Fee Estimator
Location
955 West Main St., Abingdon, VA, 24210
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2005Customer Dispute
September 2004Other Business ActivitiesSells Insurance
Jonathan is the president of Lopez Wealth Management Group, LLC, a holding company for affiliates, and several other entities including Lopez Wealth Insurance Services, Lopez Wealth Management LLC, Lopez Wealth Direct Brokerage, LLC, Halo Marketing and Management Inc, Highlands Motorsports Inc, and Universal Investment Co Inc. He also serves as treasurer for the Financial Leadership Council, dedicating minimal time, and is a member of the Dunham Advisory Board, spending minimal time.
Employment History
Current Registrations
Concord Wealth Partners
Previous Registrations
Concord Wealth Brokerage, INC.Broker
Dewaay Financial Network, LLCBroker
H. Beck, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
First Investors CorporationBroker
State Registrations2 states
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.