Jonathan Maertz
Jonathan Maertz is a registered investment advisor at Wealthspire Retirement Advisory, based in Aliso Viejo, CA, 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 Investment Management, Retirement Planning. Their firm serves 6,585 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealthspire Retirement's investment management fees are based on a percentage of the assets in your plan or a flat fee, depending on the services you need. The exact fee is negotiable and depends on factors like the scope of services, complexity, duration, and the size of your plan. Asset-based fees will not exceed 1.60% of plan assets.
Location
120 Vantis, Suite 400, Aliso Viejo, CA, 92656
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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 Activities
Jonathan is a director at The Lutheran Home Association, an assisted living nursing home. He dedicates a few hours per week to this role and receives no compensation.
Employment History
Current Registrations
Wealthspire Retirement Advisory
Previous Registrations
Wealthspire Advisors
Wealthspire Capital, LLCBroker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Strong Investments, INC.Broker
Security First Financial, 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.