Jonathan Mcadams is a CFA-designated registered investment advisor at Foster Victor, based in Greenville, SC, with 16 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,612 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Foster Victor Wealth Advisors offers investment management services for a fee based on the value of your portfolio. There are different fee schedules depending on the type of investments:
- Intelligent Portfolios Program: Fees range from 0.40% to 0.80%.
- Fixed Income Investments: Fees range from 0.25% to 0.35%, and are negotiable above $20 million.
- Employer Sponsored Retirement Plan Accounts (using Pontera): Fees range from 0.50% to 0.75%.
- All Other Assets: Fees range from 0.50% to 1.50%.
- Ultra High Net Worth Clients (over $25 million): Fees range from 0.25% to 0.40%.
- Multi-Family Office Engagement: Fees range from 0.11% to 1.00%.
Additional fees apply for options strategies: 0.25% for downside protection (puts only) and 0.75% for all other option strategies.
Location
10 Toy Street, Suite 200, Greenville, SC, 29601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Foster Victor
Previous Registrations
Wcm Global Wealth, LLC
Mission Capital Management, LLC
State Registrations1 state
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