Jonathan Mcsurdy is a CFP, ChFC-designated registered investment advisor at Axiom Investment Solutions LLC, based in Doylestown, PA, with 15 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 71 clients with $51M 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 $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.10% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Doylestown, PA
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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 works as a consultant for Alpha Center for Divorce Mediation, advising on budgeting and cash flow planning, dedicating about 10-20% of his time. He is also a board member of the Doylestown Historical Society since 2013.
Employment History
Current Registrations
Axiom Investment Solutions LLC
Previous Registrations
Archstone Financial Services LLC
PNC Investments
Hilliard Lyons Asset Management
State Registrations1 state
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