Jonathan Steele is a CFA-designated registered investment advisor at One Wealth Advisors, LLC, based in San Francisco, CA, with 26 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 434 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
One Wealth charges an annual investment advisory fee based on the value of your portfolio, up to 1.50%. The fee covers tax preparation services through a third party for certain clients. A minimum fee of up to $10,000 may be required, but can be reduced or waived. Fees are negotiable. If One Wealth uses Betterment Institutional, a robo-advisor, you will be charged an additional asset-based fee by Betterment of up to 1.00% annually.
Location
766 Valencia Street, 2nd Floor, San Francisco, CA, 94110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
One Wealth Advisors, LLC
Previous Registrations
J.P. Morgan Securities LLC
State Registrations2 states
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