Jonathon Soucier is a registered investment advisor at Wealth Teams Alliance, based in Irvine, CA, with 15 years of industry experience. Jonathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 780 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Teams Alliance offers investment management services where fees range from 0.60% to 1.10% annually, based on the value of your portfolio. The exact fee depends on factors like the representative assigned, the amount invested, the complexity of the engagement, and the number of meetings. Financial planning services may increase the advisory fee. Fees are paid quarterly, in advance, and are debited directly from client accounts. There is no minimum account size requirement.
Location
15520 Rockfield Blvd. Suite G, Irvine, CA, 93618
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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
Jonathon is involved with United AMG Group Health and outside fixed insurance sales, dedicating a few hours per week to each. He also serves as a co-trustee for his parent's irrevocable trust, which holds life insurance and cash, but this requires minimal time.
Employment History
Current Registrations
Wealth Teams Alliance
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Capital Synergy Partners
Capital Synergy PartnersBroker
Innovatum Capital Partners, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
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.