Jonathan Hurwitz is a registered investment advisor at Spirit of America Management CORP, based in E Westport, CT, 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 High Net Worth, Investment Management. Their firm serves 21 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SOA Premier Assets manages investments through a wrap fee program. You'll pay an annual bundled fee that covers investment advice, introducing brokerage services from DLA, and clearing, custody, and execution services from RBC. The fee is based on the amount of cash and securities managed.
The annual wrap fee is:
- $25,000 – $99,999: 1.67%
- $100,000 – $499,999: 1.62%
- $500,000 – $999,999: 1.52%
- $1,000,000 – $2,499,999: 1.40%
- $2,500,000 and Over: 1.25%
The wrap fee is negotiable.
Location
1221 Post Road East, E Westport, CT, 06880
Get directionsHistory
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 an Investment Advisory Representative and an agent at Spirit of America Management Corporation, an affiliated company. The filing does not specify the time commitment or nature of the activities.
Employment History
Current Registrations
Spirit of America Management CORP
David Lerner Associates, INC.Broker
Previous Registrations
Nylife Securities INC.Broker
State Registrations24 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.