Jonathan Smith is a CFA-designated registered investment advisor at Dt Investment Partners, LLC, based in Chadds Ford, PA, 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 Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,316 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Fees are up to a maximum of 1.45% and may be negotiable based on factors such as the value of assets placed with the firm.
Fee Estimator
Location
Brandywine Five, 1 Dickinson Drive, Suite 103, Chadds Ford, PA, 19317-9665
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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
Dt Investment Partners, LLC
Previous Registrations
Daniels + Tansey, L.L.P.
Haverford Investment Management, INC.
Haverford Financial Services, INC.
Andres 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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