Jonathan Roberts is a CFA, CIC-designated registered investment advisor at Klingenstein Fields Advisors, based in New York, NY, with 21 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 1,267 clients with $4.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KF Advisors charges a fee based on the value of your investments, up to 1.00% per year. The specific rate is detailed in your investment advisory agreement. Fees are generally not negotiable, but can vary based on factors like the assets in the account, account size, and investment requirements.
Location
125 Park Avenue, Suite 1700, New York, NY, 10017-5529
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 →Employment History
Current Registrations
Klingenstein Fields Advisors
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.