Jonathan Lakso is a registered investment advisor at Allied Capital Group, LLC, based in Fort Lauderdale, FL, with 9 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
At Allied Capital Group's discretion, the account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
2550 N. Federal Highway, Suite 200, Fort Lauderdale, FL, 33305
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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 →Other Business Activities
Jonathan owns Allied Realty Group, Inc., a commercial real estate property management firm, since 2002. He spends about 10-20% of his time on the business, with property accounting and banking activities taking a few hours per week during securities trading hours.
Employment History
Current Registrations
Allied Capital Group, LLC
State Registrations1 state
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