Jonathan Arntz is a CFP-designated registered investment advisor at Seia, based in Harper Woods, MI, with 35 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 9,833 clients with $23B 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 | 1.50% |
| $1.0M - $2.5M | 1.30% |
| $2.5M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.10% |
Actual fees are negotiated based on unique client objectives, complexity, and asset types. Fees for amounts over $10M are negotiable. Fixed-income portfolio schedules have lower ranges (0.25% to 1.00%).
Fee Estimator
Location
20250 Harper Ave., Harper Woods, MI, 48225
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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 ActivitiesSells Insurance
Jonathan owns and manages rental property, dedicating minimal time to this activity. He also holds an insurance license for sales and service, and is a partner at SEIA LLC, dedicating full-time hours to RIA sales and service.
Employment History
Current Registrations
Signature Estate Securities, LLC
Seia
Signature Estate Securities, LLCBroker
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Cedar Brook Group
Securities America Advisors, INC.
The Professional Advisor Group, LLC
Securities America, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Equitas America, LLCBroker
Aetna Financial Services, INC.Broker
Aetna Investment Services, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations8 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.