Jonathan Smith
Jonathan Smith is a CFP-designated registered investment advisor at Ellis Investment Partners, LLC, based in Berwyn, PA, with 20 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 824 clients with $920M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable. Family accounts may be combined for fee purposes.
Fee Estimator
Location
920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA, 19312
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2009Other Business ActivitiesSells Insurance
Jonathan sells insurance and annuity products through Wealth Planning Solutions, LLC, during trading hours.
Employment History
Current Registrations
Ellis Investment Partners, LLC
Previous Registrations
Capital Management Services 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.