Jonathan Emrick is a CFA, CFP-designated registered investment advisor at True Wealth Design, LLC, based in Akron, OH, with 16 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 378 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
True Wealth Design offers investment management as part of its Investment Advisory Services (IAS) and Wealth Management Services. The annual fee ranges from 0.25% to 1.60% of the assets managed. Fees are paid quarterly, in advance, based on the portfolio value at the end of the previous quarter. There is a minimum annual fee of $1,800 ($450 per quarter) for IAS and $5,000 ($1,250 per quarter) for Wealth Management Services. For clients desiring the True Wealth Private Client service level, a higher minimum fee of $15,000 ($3,750 per quarter) may be imposed.
Location
700 Ghent Road, Suite 100, Akron, OH, 44333
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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
Jonathan is a licensed insurance agent since 2017, but spends minimal time selling insurance products. This activity is investment-related.
Employment History
Current Registrations
True Wealth Design, LLC
Previous Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
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.