Johnathan Hosman
Johnathan Hosman is a registered investment advisor at Fsa Investment Group, LLC, based in Pensacola, FL, with 17 years of industry experience. Johnathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 64 clients with $710M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.30% |
Fees may be discounted or waived based on various criteria.
Fee Estimator
Location
212 South Alcaniz Street, Pensacola, FL, 32502
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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
Johnathan is a member of Pensacola Development Group, LLC, owning and renting real estate, and a partner at CollegeFrog, Inc., a recruitment platform. He also owns Hosman Holdings, LLC, FSA Risk & Benefits, LLC (an affiliated insurance agency), and FS Advisors, Inc., a consulting firm for American Indian Tribes, dedicating about a quarter of his time to CollegeFrog and about half his time to FS Advisors.
Employment History
Current Registrations
Fsa Investment Group, LLC
Previous Registrations
O'sullivan Creel Wealth Advisors, LLP
State Registrations2 states
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