Jon Tanner
Jon Tanner is a registered investment advisor at William Joseph Capital Management, INC., based in Highland, NY, with 4 years of industry experience. Jon 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, and 1 more. Their firm serves 1,153 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WJCM's advisory service fees are negotiable and range from 0.60% to 1.35% annually, billed quarterly. The fee is based on the size of the account, the relationship, and the services provided. If you engage WJCM for wealth management services, financial planning services are included in the investment management fees. Additional hourly fees may be charged for more complex financial planning services with mutual agreement.
Location
Highland, NY
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Regulatory History (1)
Criminal
October 1988Other Business Activities
Jon provides bookkeeping services through McDonald & McDonald, Inc. since 1995. This takes a few hours per week.
Employment History
Current Registrations
William Joseph Capital Management, INC.
Previous Registrations
Summit Advisory Solutions, LTD.
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.