Jonathan Smith is a CFA-designated registered investment advisor at Dt Investment Partners, LLC, based in Chadds Ford, PA, with 22 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,490 clients with $1.9B 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 $5.0M | 1.45% |
| $5M+ | 1.45% |
Fees are negotiable above $5,000,000 for equity and balanced accounts. For fixed income only accounts, the fee is 0.60% on the first $10,000,000 and negotiable above that amount.
Fee Estimator
Location
Brandywine Five, 1 Dickinson Drive, Suite 103, Chadds Ford, PA, 19317-9665
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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 →Employment History
Current Registrations
Dt Investment Partners, LLC
Previous Registrations
Daniels + Tansey, L.L.P.
Haverford Investment Management, INC.
Haverford Financial Services, INC.
Andres Capital Management,llc
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.