Jon Vanslooten
Jon Vanslooten is a registered investment advisor at Kingsview Wealth Management, LLC, based in Toledo, OH, with 18 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 12,309 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and capped at 2.50% annually. In-house asset management model fees or third-party manager fees may apply in addition to this schedule.
Fee Estimator
Location
2340 Orchard Rd, Toledo, OH, 43606
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2018Regulatory
June 2017Other Business ActivitiesSells Insurance
Jon is an independent life insurance agent, selling life insurance. This activity is not investment-related and is conducted at the same location as his advisory office.
Employment History
Current Registrations
Kingsview Wealth Management, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
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.
Exams
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