Jonathan Straus
Jonathan Straus is a registered investment advisor at Leigh Baldwin & CO., LLC, based in Needham, MA, with 26 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 682 clients with $290M 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 $250K | 1.55% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Traditional managed account schedule shown. Fees are subject to negotiation. Alternative programs like Dollar Investment Club charge 0.95% up to $500,000 and 0.75% above $500,000. Third-party manager fees in FMAX generally range from 0.25% to 0.50%.
Fee Estimator
Location
75 2nd Avenue, Suite 410, Needham, MA, 02494
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 a founding principal of Commons Capital, LLC, a registered investment advisor, and also involved with fixed insurance. This activity is investment-related and takes significantly more than full-time hours.
Employment History
Current Registrations
Leigh Baldwin & CO., LLCBroker
Commons Capital, LLC
Previous Registrations
Mutual Securities, INC.Broker
National Asset Management, INC.
National Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Advest, INC.Broker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Tucker Anthony IncorporatedBroker
State Registrations3 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.
Exams
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