Jonathan Marshall
Jonathan Marshall is a registered investment advisor at Spectrum Investment Advisors, INC., based in Mequon, WI, with 21 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 453 clients with $850M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Different fee schedules may be in effect for certain clients who opened an account prior to July 18, 2013.
Fee Estimator
Location
6329 West Mequon Road, Mequon, WI, 53092
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
Jonathan is an LLC member of Spectrum Investment Center, LLC, a real estate rental business, since 2010. He spends minimal time attending meetings and participating in general business decisions.
Employment History
Current Registrations
Spectrum Investment Advisors, INC.
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.