James Gonnason
James Gonnason is a ChFC-designated registered investment advisor at Ethos Financial Group, LLC, based in King of Prussia, PA, with 12 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,782 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ethos Financial Group's annual investment advisory fees are based on a percentage of the value of your portfolio, generally ranging from 0.25% to 2.0%. The specific fee schedule depends on the advisor you work with. A minimum of $100,000 is typically required to use this service, but Ethos may waive this requirement. Ethos does not have a minimum asset management fee.
Location
2200 Renaissance Blvd, Suite 340, King of Prussia, PA, 19406
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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
James works as an agent at 1847 Financial, a life insurance brokerage, since 2013, selling and servicing life insurance, annuities, and health insurance. This takes about a quarter to over half of James's time.
Employment History
Current Registrations
Ethos Financial Group, LLC
Previous Registrations
Arc Capital Management LLC
Almanack Investment Partners
Auerbach Investment Services, LLC
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, 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.