Jon-Eric Kronvall is a registered investment advisor at Wealth Innovation, based in San Luis Obispo, CA, with 23 years of industry experience. Jon-Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Innovation's annual fee for managing your investments ranges from 0% to 1.00% of the value of your portfolio, depending on your specific situation. This fee is calculated and charged quarterly, based on the average daily balance of your account. The firm may combine accounts of family members for the purpose of calculating fees.
Location
San Luis Obispo, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jon-Eric is the owner and consultant of Esoteric Advisors, providing expert witness council. This consulting practice can take up to a few hours per week during trading hours, but conflicts are mitigated by his value-oriented investment advisory business.
Employment History
Current Registrations
Wealth Innovation
Previous Registrations
Onedigital Investment Advisors
Triad Advisors LLCBroker
Partnervest Advisory Services LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
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.