Jonathan Mack
Jonathan Mack is a registered investment advisor at Quadrant Private Wealth Management, LLC, based in Bethlehem, PA, with 17 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, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 834 clients with $1.8B 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 | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.80% |
| $6M+ | 0.60% |
Fees may be negotiable. Assets allocated to 3rd Party Managers or Quadrant Enhanced Equity Strategy may be charged up to 2.00%.
Fee Estimator
Location
2 West Market Street, Bethlehem, PA, 18018
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2014Other Business Activities
Jonathan is a PIAA basketball official, refereeing basketball games since 2008. This takes minimal time and does not occur during trading hours.
Employment History
Current Registrations
Quadrant Private Wealth Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.