Jonathan Cathey is a registered investment advisor at Slagle Financial, LLC., based in Bonita Springs, FL, 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 Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,395 clients with $320M 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 $750K | 1.75% |
| $750K - $1.5M | 1.55% |
| $1.5M - $3.0M | 1.45% |
| $3.0M - $6.0M | 1.25% |
| $6.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable. Existing clients may be charged according to prior published fee schedules.
Fee Estimator
Location
3301 Bonita Beach Road, Suite 109, Bonita Springs, FL, 34134
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 Activities
Jonathan works as an operations associate for Oxenfree Technology LLC, a fintech company, since July 2024. This takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Slagle Financial, LLC.
Previous Registrations
Oxenfree Financial
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.