Jonathan Harris
Jonathan Harris is a registered investment advisor at Arax Advisory Partners, based in Naples, FL, with 37 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 15,662 clients with $27B 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 | 3.00% |
Rates generally range from 0.50% to 3.00% per year for assets under management, varying based on account size and complexity. Fees are negotiable.
Fee Estimator
Location
821 5th Avenue South, Suite 102, Naples, FL, 34102
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2016Other Business ActivitiesSells Insurance
Jonathan sells fixed insurance, dedicating minimal time to this activity. He is also involved in the Portsmouth, Rhode Island Pension Commission, real estate rentals, BOC, LLC, Aquidneck Country Club, JHH Realty, LLC, and is the President of Blackpoint Financial, Inc., which has written insurance business.
Employment History
Current Registrations
Arax Advisory Partners
Transcend Capital Advisors, LLC
Previous Registrations
Arax Advisory Partners
Black Point Wealth Management
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Ascend Financial Services, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
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.
Exams
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