Jonathan Matta is a registered investment advisor at Charles Schwab & CO., INC., based in Chicago, IL, with 27 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
150 S. Wacker Drive, Chicago, IL, 60606-4111
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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
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Strategas Securities, LLC DBA Strategas Research PartnersBroker
Strategas Securities, LLC DBA Strategas Research Partners
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Gwfs Equities, INC.Broker
MML Distributors, LLCBroker
Janus Distributors LLCBroker
The Huntington Investment CompanyBroker
Bisys Fund Services Limited PartnershipBroker
Centura Funds Distributor, INC.Broker
American Century Investment Services INC.Broker
First of America Brokerage Service, INC.Broker
Liberty Securities CorporationBroker
Independent Financial Securities, INC.Broker
Natcity Investments, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations2 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.