JV
JV

Jonathan Vyorst

12 Years of Experience
New York,, NY

Jonathan Vyorst is a registered investment advisor at Ashbay Capital, LLC, based in New York,, NY, with 12 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 33 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
33 clients
Average Client Portfolio
$4.2M average
Assets Under Management
$137.7M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable based on various criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7 World Trade Center, 250 Greenwich St., 46th Fl., New York,, NY, 10007

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ashbay Capital, LLC
January 2014 - Present · 12 yrs 4 mos
State Registrations3 states
MENYTX
Advisor

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
No exam information available for this advisor.