Jonathon Staats
Jonathon Staats is a registered investment advisor at Private Client Services, LLC, based in Peoria, AZ, with 21 years of industry experience. Jonathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
9125 W. Thunderbird Road, Suite 100, Peoria, AZ, 85381
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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 ActivitiesSells Insurance
Jonathon spends about a quarter of his time as a registered investment advisor (RIA) with Clarus Wealth Advisors. He also does fixed insurance and fixed annuity business through Bell & Associates/ASH, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Private Client Services, LLCBroker
Clarus Wealth Advisors, LLC
Previous Registrations
Crown Capital Securities, L.P.Broker
Wfg Advisors, LP
Wfg Investments, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Ws Griffith Securities, INC.Broker
State Registrations13 states
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