Jonah Blumenthal is a registered investment advisor at Opal Wealth Advisors, LLC, based in Jericho, NY. Jonah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 745 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Opal Wealth Advisors charges an annual fee based on the value of your investments. This fee generally ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio and the services you receive. For certain client holdings, such as held-away assets or alternative investments, Opal Wealth Advisors may negotiate a different fee rate. There is a minimum quarterly fee of $1,250.
Location
2 Jericho Plaza, Suite 208, Jericho, NY, 11753
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Opal Wealth Advisors, LLC
State Registrations1 state
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