Jonathan Brochstein
Jonathan Brochstein is a registered investment advisor at Weston Wealth Advisors, LLC, based in Westport, CT, with 23 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 20 clients with $21M 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 $500K | 1.25% |
| $500K - $1000K | 1.15% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.95% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.85% |
| $7.5M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.72% |
| $20.0M - $30.0M | 0.70% |
| $30M+ | 0.65% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. Lower fees may also apply for family members.
Fee Estimator
Location
Westport, CT
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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 the principal of Weston Wealth Strategies LLC, where he engages in insurance sales. This activity requires minimal time.
Employment History
Current Registrations
Weston Wealth Advisors, LLC
Previous Registrations
Investors Capital Advisory
Eastern Point Advisors INC.
Signator Investors, INC.
State Registrations4 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.