Jonathan Edwards
Jonathan Edwards is a ChFC-designated registered investment advisor at Keel Point, LLC, based in Milford, NH, with 27 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 1,613 clients with $4.1B 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 $1.0M | 1.35% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.30% |
Firm reserves the right to discount or waive fees in its sole discretion. Alternative wrap fee schedule applies for accounts in the wrap fee program: first $5M at 1.00%, $5M-$15M at 0.70%, $15M-$25M at 0.40%, and above $25M at 0.25%.
Fee Estimator
Location
388 Nashua Street, Milford, NH, 03055
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2013Customer Dispute
September 2013Other Business ActivitiesSells Insurance
Jonathan is a licensed insurance agent and has several outside business activities, including being an attorney, working with multiple insurance-related businesses (Granite Group Benefits, Highland Capital, Granite Financial Partners), and owning Granitpath, an investment advisory firm. He dedicates about a quarter of his time to Granitpath, and a few hours per week to the other activities.
Employment History
Current Registrations
Keel Point, LLC
Previous Registrations
Granite Financial Partners
NFP Securities, INC.
The Telge Companies
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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