Jonathan Chatfield is a CFA-designated registered investment advisor at Lm Advisors LLC, based in San Diego, CA, with 18 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. Their firm serves 475 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LM Advisors offers investment management services where fees are based on a percentage of the value of your investments. The standard fee range is generally between 0.50% and 1.00% per year. The exact fee depends on factors like the amount you invest and the services you need. Fees are charged monthly. LM Advisors also provides non-discretionary advisory services for a flat fee.
Location
750 B Street, Suite 3020, San Diego, CA, 92101-8192
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is a sole proprietor providing consulting services to former employers since 2010. This activity takes about 10-20% of his time and doesn't have a separate location.
Employment History
Current Registrations
Lm Advisors LLC
Previous Registrations
Probabilities Fund Management, LLC
Anchor Bay Capital, INC.
Probabilities Fund Management, LLC
Anchor Bay Capital, INC.
Chatfield Investment Services
Ausdal Financial Partners, INC.
Flc Capital Advisors
Anchor Bay Capital, INC.
Chatfield Investment Services
Flc Capital Advisors
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.