Jonathan Tiemann
Jonathan Tiemann is a registered investment advisor at Tiemann Investment Advisors, LLC, based in Menlo Park, CA, with 24 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 97 clients with $310M 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 $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees may be negotiable under certain circumstances. Certain existing clients may have different fee schedules.
Fee Estimator
Location
750 Menlo Avenue, Suite 300, Menlo Park, CA, 94025
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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 self-employed consultant to government, SRO, and investment-related businesses. This takes about a quarter of his time and includes algorithm design, valuation services, and economic analysis.
Employment History
Current Registrations
Tiemann Investment Advisors, LLC
Previous Registrations
One Capital Management, LLC
State Registrations1 state
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