Jonathan Kolle
Jonathan Kolle is a CFA-designated registered investment advisor at Smithbridge Asset Management, INC., based in Chadds Ford, PA, with 27 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 513 clients with $830M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable and may vary based on client circumstances, account strategy, and total assets. Individual accounts may be aggregated for fee calculation if total assets exceed one million dollars.
Fee Estimator
Location
116 Commons Court, Chadds Ford, PA, 19317
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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 →Other Business Activities
Jonathan is the President and CCO of Smithbridge Asset Management, LLC, dedicating nearly all of his time to this role. He also works as an Investment Adviser Representative for Financial Freedom Innovations, Ltd, spending minimal time on this activity.
Employment History
Current Registrations
Smithbridge Asset Management, INC.
Previous Registrations
Financial Freedom Innovations, LTD
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.
Exams
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