Jonathan Horick
Jonathan Horick is a CFA-designated registered investment advisor at Strategic Asset Management LLC., based in Minneapolis, MN, with 11 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 231 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
706 Second Avenue South, Suite 300, Minneapolis, MN, 55402
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Regulatory 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 ActivitiesSells Insurance
Jonathan is a board member and treasurer for Southside Family Nurturing Center, CIO for MBW Insurance Group and Together Capital Advisors, and an investment committee member for Wartburg College. He also serves as an advisory board member for U of MN Carlson Funds Enterprise.
Employment History
Current Registrations
Strategic Asset Management LLC.
Previous Registrations
M Holdings Securities, INC.
Stevens Foster Financial Advisors
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.