Conor Jonasson is a CFP-designated registered investment advisor at Crusonia Wealth Advisors LLC, based in Denver, CO, with 5 years of industry experience. Conor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 79 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crusonia Wealth Advisors offers wealth advisory services where the maximum annual fee charged will not exceed 2.00%. The specific fee will be outlined in your advisory agreement. Fees are negotiable and are billed quarterly in advance or in arrears based on the value of your account on the last day of the previous quarter. These fees are deducted from your account. If a third-party investment manager is used, their fees are in addition to Crusonia Wealth Advisors' fees.
Location
3773 Cherry Creek Drive N, Suite 1025, Denver, CO, 80209
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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.
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Conor operates under the DBA Jonasson Retirement Solutions, LLC as a Senior Wealth Advisor, focusing on investment advisory activities. This takes nearly all of Conor's time and occurs during securities trading hours.
Employment History
Current Registrations
Crusonia Wealth Advisors LLC
Previous Registrations
Safeguard Wealth Management
Thrivent Advisor Network, LLC
Interactive Financial Advisors
State Registrations2 states
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.