Jonathan Deeringer
Jonathan Deeringer is a CFA, CFP-designated registered investment advisor at Deeringer Wealth Management, LLC, based in Sacramento, CA, with 16 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, Education Planning, Estate Planning, Investment Management, and 3 more. Their firm serves 16 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be modified to accommodate individual circumstances.
Fee Estimator
Location
3600 American River Drive, #290, Sacramento, CA, 95864
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 ActivitiesSells Insurance
Jonathan is the Treasurer and a board member of the American River Parkway Foundation, a non-profit organization, dedicating a few hours per week. He is also an independent insurance producer (agent) with Crump Life Insurance, Inc., spending minimal time analyzing, recommending, and placing insurance products for clients.
Employment History
Current Registrations
Deeringer Wealth Management, LLC
Previous Registrations
Genovese Burford & Brothers Wealth and Retirement Plan Mgmt, LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Franklin/templeton Distributors, 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.