Jonathan Smith
Jonathan Smith is a CFP-designated registered investment advisor at Pathway Financial Advisors, LLC, based in South Burlington, VT, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 241 clients with $890M 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 - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable and may be offered on an annual flat fee basis, not to exceed 3.00% of the client’s assets under management. For discretionary investment management services offered as a stand-alone service, the annual fee generally ranges between negotiable and 1.50%.
Fee Estimator
Contact
Jonathan Smith
Location
725 Community Drive, Suite 402, South Burlington, VT, 05403
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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
Pathway Financial Advisors, LLC
Previous Registrations
Advised Assets Group, LLC
Gwfs Equities, INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
Raymond James Financial Services, INC.Broker
Equity Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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
Additional Information
My core purpose is to illuminate paths and provide support for the discovery and pursuit of a fulfilling life.