Jonathan Morrison is a registered investment advisor at Shp Wealth Management, LLC, based in Plymouth, MA, with 2 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,364 clients with $1.9B 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.85% |
| $3.5M - $6.0M | 0.70% |
| $6.0M - $8.0M | 0.60% |
| $8.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
Fees are generally negotiable.
Fee Estimator
Location
225 Water St, Suite C210, Plymouth, MA, 02360
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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 coaches a 14u baseball team called Rams Baseball Club, earning approximately $7,000 per year. This activity does not occur during market hours.
Employment History
Current Registrations
Shp Wealth Management, LLC
Previous Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations1 state
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