Jonathan Wilson

Summit Trail Advisors, LLC

2 Years of Experience

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Areas of Practice

Estate PlanningTax PlanningInsurance Planning

Summit Trail Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

33 advisors

Number of Clients

1,139 clients

Average Client Portfolio

$20.8M average

Assets Under Management

$23.6B

Fee Structure

Location

Corte Madera, CA

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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.

Employment History

Current Registrations

Summit Trail Advisors, LLC

December 2022 - Present · 3 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.