Jonathan Mandwelle
Jonathan Mandwelle is a registered investment advisor at J. Mandwelle Capital Management, based in Queensbury, NY, with 4 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 143 clients with $61M 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 $100K | 1.20% |
| $100K - $200K | 1.10% |
| $200K - $300K | 1.00% |
| $300K+ | 1.00% |
Fees are negotiable for clients with $300,000 or more under management.
Fee Estimator
Location
Queensbury, NY
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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 is an adjunct college instructor at SUNY Adirondack, spending a few hours per week. He also owns J. Mandwelle Capital Strategies, LLC, an accounting, CPA, and tax preparation business, dedicating full-time hours to it. Additionally, Jonathan is an insurance agent selling various insurance products, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
J. Mandwelle Capital Management
State Registrations1 state
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