Jonathan Ferrell is a registered investment advisor at Acentus Group L.L.C., based in Woodland Hills, UT, with 19 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable for clients with significant assets ($1 million plus) or a significant previous relationship. A performance fee of 20% of profits is also charged.
Fee Estimator
Location
Woodland Hills, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan works full-time as a senior marketing analyst at Social Finance Inc. (SoFi), focusing on data analysis for customer segmentation and digital marketing, and is not involved in financial or investment-related functions.
Employment History
Current Registrations
Acentus Group L.L.C.
Previous Registrations
Acentus Group L.L.C.
Lehi Partners, LLC
Rock Canyon Advisory Group, INC.
Paragon Capital Management INC
State Registrations1 state
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.