Jonathan Kolle
Jonathan Kolle is a CFA-designated registered investment advisor at Smithbridge Asset Management, INC., based in Chadds Ford, PA, with 26 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 485 clients with $670M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for accounts over $5,000,000. Fees may also differ based on the individual strategy the client’s assets are invested in as well as the total assets in the account. Former Morris Capital Advisors, LLC fees are based on the following schedule: For portfolios invested in individual equity securities: 1.250% annually on assets up to $250,000 1.125% annually on assets from $250,000 to $500,000 1.000% annually on assets over $500,000. For portfolios invested in the Diversified Income Strategy of mutual funds, ETFs, REITs, and MLPs: 0.25% annually on assets under management. For portfolios invested in individual bonds, or mutual funds: 0.625% annually on assets under management.
Fee Estimator
Location
116 Commons Court, Chadds Ford, PA, 19317
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jonathan is the President and CCO of Smithbridge Asset Management, LLC, dedicating nearly all of his time to this role. He also works as an Investment Adviser Representative for Financial Freedom Innovations, Ltd, spending minimal time on this activity.
Employment History
Current Registrations
Smithbridge Asset Management, INC.
Previous Registrations
Financial Freedom Innovations, LTD
State Registrations2 states
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