Jonathan Shiffer is a registered investment advisor at Journey Capital Advisers, LLC, based in Littleton, CO, with 25 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. Their firm serves 37 clients with $15M 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Littleton, CO
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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.
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Jonathan is the Chief Investment Officer at EQIS Capital Management, dedicating nearly full-time hours to overseeing investments and related activities. He also owns rental properties, requiring minimal time per month, and is the Owner/CCO/CIO/CEO of Journey Capital Advisors, spending a few hours per week on portfolio management.
Employment History
Current Registrations
Journey Capital Advisers, LLC
Previous Registrations
Portsmouth Financial ServicesBroker
Eqis Securities, LLCBroker
Freedom Investment Management, INC.
Curian Clearing, LLCBroker
Curian Capital, LLC
Rushmore Investment Advisors INC
The (wilson) Williams Financial GroupBroker
First Union Securities, INC.Broker
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.