Jonathan Sard
Jonathan Sard is a CFP-designated registered investment advisor at Sard Wealth Managment Group, LLC, based in Atlanta, GA, with 30 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 325 clients with $460M 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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable. Certain legacy clients may be billed under a different fee schedule.
Fee Estimator
Location
5607 Glenridge Drive, Suite 275, Building Ii, Atlanta, GA, 30342
Get directionsHistory
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 is the President and IAR of Sard Wealth Management Group, LLC, dedicating nearly full-time hours to financial planning, client meetings, and portfolio management. He also sells life, disability, long-term care, and annuity insurance, spending minimal time on this activity.
Employment History
Current Registrations
Sard Wealth Managment Group, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Securities Service Network, LLCBroker
Tower Equities, INC.Broker
Guardian Investor Services CorporationBroker
MML Investors Services, INC.Broker
State Registrations3 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.