Depending on what account type you open determines your fee. Jonathan does not charge hourly, for appointments, or for building financial plans*. Your account fee covers all services provided.

*Some exceptions apply.

Jonathan’s Strategic Asset Management Accounts (SAM Accounts) are charged a tiered annual fee that is opposite the tax code. The more you invest, the lower your fee becomes, automatically.

We also streamline all of your Strategic Asset Management accounts to be billed at the household level, as opposed to the account level. This means that if your family opens additional managed accounts in the future, or as your account values grow over time, the overall balance in all your SAM accounts will be applied to the above tiered fee schedule, hitting the lower breakpoints quicker.

Sometimes your situation needs a different account type than Jonathan’s managed portfolio. Brokerage accounts can be better suited for individual holdings, such as stocks, bonds and ETFs. Brokerage accounts have annual fees and ticket charges to buy/sell positions.

We are a full service firm and we will work with you to determine the best account type for your specific situation.