Jonathan Barwick is a ChFC-designated registered investment advisor at Barwick & Partners, INC., based in Clyde Hill, WA, with 26 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 360 clients with $2.8B 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 $10.0M | 0.75% |
| $10.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees negotiable for accounts over $100M. For Named Fiduciary clients, combined fees for both Jon Barwick’s Named Fiduciary services and Barwick & Partners’ investment advisory services will usually not exceed 1% of assets.
Fee Estimator
Location
Clyde Hill, WA
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 is involved in various trusts, LLCs, and business enterprises, including Barwick & Partners Fiduciary Services S Corp where he is president. He also provides fiduciary services to existing Barwick & Partners Inc clients in a personal capacity, dedicating about 10-20% of his time to these activities.
Employment History
Current Registrations
Barwick & Partners, INC.
Previous Registrations
Kms Financial Services, INC
Lincoln Financial Advisors Corporation
State Registrations2 states
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.