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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 1,728 clients with $2.6B 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 $215K | 1.50% |
| $215K - $250K | 1.47% |
| $250K - $400K | 1.45% |
| $400K - $500K | 1.40% |
| $500K - $600K | 1.35% |
| $600K - $700K | 1.30% |
| $700K - $800K | 1.25% |
| $800K - $1.0M | 1.20% |
| $1.0M - $1.5M | 1.15% |
| $1.5M - $2.0M | 1.05% |
| $2.0M - $2.3M | 0.99% |
| $2.3M - $2.5M | 0.95% |
| $2.5M - $2.8M | 0.92% |
| $2.8M - $3.0M | 0.89% |
| $3.0M - $4.0M | 0.86% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.5M | 0.70% |
| $6.5M - $11.0M | 0.65% |
| $11.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Other programs include Schwab Intelligent Portfolios (0.40% to 0.80%), Fixed Income (0.25% to 0.35%), Pontera retirement accounts (0.50% to 0.75%), UHNW schedules (0.25% to 0.40%), and Multi-Family Office schedules. Options strategies incur an additional 0.25% to 0.75% fee. Fees are negotiable.
Fee Estimator
Location
10 Toy Street, Suite 200, Greenville, SC, 29601
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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 →Employment History
Current Registrations
Foster Victor
Previous Registrations
Wcm Global Wealth, LLC
Mission Capital Management, LLC
State Registrations1 state
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.
Exams
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