Jonathan Coggins
Jonathan Coggins is a registered investment advisor at Modera Wealth Management, LLC, based in Littleton, CO, with 28 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 6,308 clients with $18B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.25% |
Rates shown are for wealth management. Portfolio management rates are lower (starting at 0.80%). Minimum quarterly fee of $3,000 generally applies for wealth management and $2,500 for portfolio management.
Fee Estimator
Location
Littleton, CO
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2018Employment History
Current Registrations
Modera Wealth Management, LLC
Previous Registrations
Charles Schwab & CO., INC.Broker
T. Rowe Price Investment Services, INC.Broker
Terra Nova Trading, L.L.C.Broker
Schwab Capital Markets L.P.Broker
Morgan Keegan & Company, INC.Broker
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.
Exams
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