Jonathan Siegel
Jonathan Siegel is a registered investment advisor at A.G.P / Alliance Global Partners, based in New York, NY, with 38 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.
Location
590 Madison Avenue, 28th Floor, New York, NY, 10022
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2006Customer Dispute
April 1999Employment History
Current Registrations
A.G.P. / Alliance Global PartnersBroker
A.G.P / Alliance Global Partners
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Ryan Beck & CO.Broker
Gruntal & CO., L.L.C.Broker
Prudential Securities IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
State Registrations15 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.