Jonathan Fisk is a registered investment advisor at Integrity Dynamic Investments LLC, based in Leesburg, GA, 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 Investment Management. Their firm serves 5 clients with $4M 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 $100K | 1.50% |
| $100K - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts greater than $10,000,000.
Fee Estimator
Location
Leesburg, GA
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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 →Employment History
Current Registrations
Integrity Dynamic Investments LLC
Previous Registrations
Integrity Dynamic Investments LLC
Suntrust Investment Services, INC.
Charles Schwab & CO., INC.
Citigroup Global Markets INC.
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.