JW
CFP
JW
CFP

Jonathan Weimer

10 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,212 clients
Average Client Portfolio
$512K average
Assets Under Management
$620.7M

Fee Structure

Minimum Investment:$100K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $150K2.00%
$150K - $250K1.75%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4505 Hanoverville Road, Bethlehem, PA, 18020

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mtm Financial Group, LLC
February 2023 - Present · 3 yrs
The Strategic Financial Alliance, INC.Broker
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - January 2023 · 4 yrs 6 mos
Strategic Advisers LLC
June 2018 - July 2018 · 1 mo
Fidelity Brokerage Services LLCBroker
September 2015 - January 2023 · 7 yrs 4 mos
State Registrations7 states
DEFLNJNYPATXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.