Jonathan Keith is a registered investment advisor at United Advisors America, based in San Antonio, TX, with 15 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 1,751 clients with $350M 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 $1.5M | 1.00% |
| $1.5M - $2.5M | 0.80% |
| $2.5M+ | 0.60% |
Fixed income portfolio management fee is 0.5%.
Fee Estimator
Location
San Antonio, TX
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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 operates his LPL business through Cadence Investment Services and offers fixed annuities through Fidelity & Guaranty, United Life Insurance Company, and Oceanview Life and Annuity. He also serves as Vice President/Financial Advisor at Cadence Bank, spending a few hours per week, and owns Keystone Assets LLC, a real estate rental business, dedicating a few hours per week.
Employment History
Current Registrations
United Advisors America
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Infinex Investments, INC.Broker
Infinex Investments, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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