Jonathan Harrier is a CFP-designated registered investment advisor at Cfg Wealth Management Services INC, based in Indianapolis, IN, with 16 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 64 clients with $98M 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 | 0.50% |
| $5M+ | 0.35% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
9840 Westpoint Drive, Suite 150, Indianapolis, IN, 46256
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 →Employment History
Current Registrations
Cfg Wealth Management Services INC
State Registrations4 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.