Jon Tanner
Jon Tanner is a registered investment advisor at William Joseph Capital Management, INC., based in Highland, NY, with 4 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,879 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Fees are negotiable based on account size, relationship, and services provided. Generally, fees range between 0.60% and 1.35% annually, billed quarterly.
Fee Estimator
Location
Highland, NY
Get directionsHistory
Regulatory History (1)
Criminal
October 1988Other Business Activities
Jon provides bookkeeping services through McDonald & McDonald, Inc. since 1995. This takes a few hours per week.
Employment History
Current Registrations
William Joseph Capital Management, INC.
Previous Registrations
Summit Advisory Solutions, LTD.
State Registrations1 state
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.