Jon Theriault is a CFP-designated registered investment advisor at Rs Crum INC., based in Newport Beach, CA, with 14 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 319 clients with $620M 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 - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Effective AUM rates range from 0.4% - 1.00% annually. Fees are negotiable and may be discounted depending on the scope and complexity of the services provided, the total value of assets managed, the number of accounts and/or the individual needs of the client. Discounts may take the form of a lower starting annual percentage and/or amended AUM break points. Accounts may also be subject to a minimum quarterly fee. Some legacy clients may have different fee schedules documented in their advisory agreement.
Fee Estimator
Contact
Jon Theriault
Location
4 Upper Newport Plaza Drive, Suite 201, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Rs Crum INC.
Previous Registrations
Rs Crum, INC.
State Registrations2 states
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Exams
Additional Information
As a principal of RS Crum and a lead advisor to many of the firm's clients, Jon brings 15 years of experience in providing business consulting and mergers and acquisitions services to owners of privately-held businesses, including running his own M&A firm for six years prior to joining RS Crum in 2008. As a result, he offers a unique entrepreneurial perspective and understands the emotional and complex decisions that impact business owners and individuals as they contemplate major transitional events. Mr. Theriault also has considerable real estate experience, offering additional insight to the common real estate concerns facing clients today. A member of the FPA as well as NAPFA, Jon is also a charter Board Member of The Center for Investment and Wealth Management at UC Irvine. He has a bachelor degree in business administration from the University of Arizona and and MBA with an emphasis in Finances from Pepperdine University. Jon is married and has three children.