Jonathan Lindstrom is a CFA-designated registered investment advisor at Kopion Asset Management, LLC, based in Mckinney, TX, with 8 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. Their firm serves 14 clients with $140M 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 $1.0M | 1.25% |
| $1.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fee Estimator
Location
400 W. Louisiana Street, Mckinney, TX, 75069-4444
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Kopion Asset Management, LLC
State Registrations1 state
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