Jonathan Woo is a registered investment advisor at Dearborn Partners L.L.C., based in Chicago, IL, with 13 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 285 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dearborn Partners charges a percentage of your assets annually for investment management. The specific rate depends on the investment strategy and the amount of assets in your account, generally ranging from 0.25% to 1.00%.
Individual client accounts that use Janus Capital Management as a sub-advisor pay an additional 0.50% annual fee. Individual client accounts that use ARK Investment Management as a sub-advisor pay an additional 0.45% annual fee.
Location
200 W Madison St, Suite 1950, Chicago, IL, 60606
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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 Activities
Jonathan works as an analyst at Dearborn Partners, L.L.C., providing services to shareholders related to asset management. This activity takes nearly all of Jonathan's time.
Employment History
Current Registrations
Dearborn Partners L.L.C.
Quasar Distributors, LLC
Quasar Distributors, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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