Michael Jones
Michael Jones is a CFA-designated registered investment advisor at Barton Investment Management, LLC, based in W. Conshohocken, PA, with 3 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 94 clients with $980M 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 | 1.00% |
| $5M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
One Tower Bridge, 100 Front Street, Suite 980, W. Conshohocken, PA, 19428
Get directionsHistory
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 Activities
Michael is the founder/owner of Moreland Cattle Company, involved in cattle ownership and beef sales, dedicating minimal time. He is also a Director at EIC Solutions, a thermoelectric air conditioner design and manufacturing company, spending a few hours per week.
Employment History
Current Registrations
Barton Investment Management, LLC
Previous Registrations
Wcm Global Wealth, LLC
State Registrations1 state
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