Jonathan Manzo-Cardenas
Jonathan Manzo-Cardenas is a registered investment advisor at Affinity Capital Advisors LLC, based in Berkeley, CA, with 14 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 503 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The maximum annual fee charged for Comprehensive Portfolio Management will not exceed 1.75%. Fees are negotiable.
Fee Estimator
Location
825 Page Street, Berkeley, CA, 94710
Get directionsHistory
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 an insurance broker, dedicating a few hours per week to this activity. He is also a managing member or partner in several real estate holding companies and LLCs, spending minimal time on each.
Employment History
Current Registrations
Affinity Capital Advisors LLC
Previous Registrations
Pacific Private Wealth Management, LLC
Hornor, Townsend & Kent, INC.
State Registrations2 states
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.