Jonathon Bolt
Jonathon Bolt is a CFP-designated registered investment advisor at Crescent Advisor Group, INC., based in Lubbock, TX, with 6 years of industry experience. Jonathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 228 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crescent Advisor Group's (CAG) investment management fees are based on a percentage of your portfolio's value. There are two fee schedules:
- Value Advisor Plus:
- Equity/Funds: 1.0625% annually
- Debt Instruments (over $100k): 0.60% annually
- Standard Fees:
- $0 - $249,999.99: 2.50% annually
- $250,000.00 - $499,999.99: 2.25% annually
- $500,000.00 - $999,999.99: 2.00% annually
- Over $1,000,000.00: Negotiable
CAG may maintain a Limited Power of Attorney for Managed Accounts for the purposes of directing and or otherwise effecting investments on behalf of Managed Accounts, for the direct payment of CAG's fees, and for other charges incurred by the Managed Account.
Location
6905 82nd Street, Ste. 100, Lubbock, TX, 79424
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
Jonathon occasionally sells life insurance as a sole proprietor, dedicating minimal time to this activity. He also works as an investment advisor representative and registered representative for Crescent Advisor Group, Inc. and Crescent Securities Group, Inc., respectively, dedicating full-time hours to the latter.
Employment History
Current Registrations
Crescent Advisor Group, INC.
Crescent Securities Group, INC.Broker
Previous Registrations
Lowell & Company, INC.Broker
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.