JH
CFP
JH
CFP
Jonathan Hlavac is a CFP-designated registered investment advisor at Everhart Advisors, based in Miamisburg, OH, 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 3,534 clients with $1.9B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
3,534 clients
Average Client Portfolio
$530K average
Assets Under Management
$1.9B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable and may vary among different clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2 Prestige Place, Suite 130, Miamisburg, OH, 45342
Get directionsHistory
Regulatory History (2)
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Customer Dispute
November 2014Denied
Employment Separation After Allegations
November 2013Employment History
Current Registrations
Everhart Advisors
March 2016 - Present · 10 yrs 1 mo
Previous Registrations
Mid Atlantic Capital CorporationBroker
November 2013 - March 2020 · 6 yrs 4 mos
Mid Atlantic Financial Management, INC.
November 2013 - August 2018 · 4 yrs 9 mos
Investment Advisors
December 2011 - November 2013 · 1 yr 11 mos
Proequities, INC.Broker
April 2005 - November 2013 · 8 yrs 7 mos
State Registrations1 state
OH
Advisor
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.
Exams
No exam information available for this advisor.