Jonathan Spors is a registered investment advisor at Charles Schwab & CO., INC., based in Lone Tree, CO, with 31 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
9800 Schwab Way, Lone Tree, CO, 80124
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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 a landlord for real estate/property management in Englewood, Colorado, since 1995. This activity, which is not investment-related, takes about 10-20% of his time.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Schwab Wealth Advisory, INC.
Previous Registrations
Advised Assets Group, LLC
Gwfs Equities, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
UBS Financial Services INC.
UBS Financial Services INC.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Piper Jaffray INC.Broker
U.S. Bancorp Investments, INC.Broker
Chatfield Dean & CO., INC.Broker
Charles Schwab & CO., INC.Broker
A. T. Brod & CO. INC.Broker
Malone & Associates, INC.Broker
Richfield Securities, INC.Broker
State Registrations53 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.