Jonathan Kassouf is a PFS-designated registered investment advisor at Kassouf Wealth Advisors, LLC, based in Birmingham, AL, with 6 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 228 clients with $400M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fee schedule does not include management fees and expenses of mutual funds, brokerage commissions, transaction fees, custodial or recordkeeping fees or other expenses.
Fee Estimator
Location
2101 Highland Avenue South, Suite 650, Birmingham, AL, 35205-4022
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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 Activities
Jonathan is a director at Kassouf & Co., P.C., a public accounting firm, since 2008. This activity takes nearly full-time hours and is not investment-related.
Employment History
Current Registrations
Kassouf Wealth Advisors, LLC
State Registrations1 state
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