| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.65% |
| $500K - $1.0M | 0.35% |
| $1.0M - $5.0M | 0.25% |
| $5M+ | 0.20% |
Fees are negotiable.
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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 →Jonathan is the President of Focus Partners Advisor Solutions, LLC, dedicating full-time hours to investment management. He also serves as President, CEO, and Trustee of SA Funds Investment Trust, and is a shareholder and direct owner of Buckingham Strategic Wealth and Bellatore Financial, Inc., respectively, but spends no time on these latter two roles.