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Jonathan Raclin

55 Years of Experience
Chicago, IL

Jonathan Raclin is a registered investment advisor at Barrington Asset Management, INC., based in Chicago, IL, with 55 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 44 clients with $55M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
44 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$55.2M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees and minimum account sizes may be negotiable under certain circumstances. Discounts may be offered to family members and friends of associated persons of the firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

161 North Clark St., Suite 2950, Chicago, IL, 60601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Barrington Asset Management, INC.
August 2006 - Present · 19 yrs 9 mos
Previous Registrations
Barrington Research Associates, INC.Broker
July 1994 - January 2024 · 29 yrs 6 mos
Hamilton Investments, INC.Broker
September 1991 - June 1994 · 2 yrs 9 mos
The Chicago CorporationBroker
February 1984 - August 1991 · 7 yrs 6 mos
Prescott, Ball & Turben, INC.Broker
January 1984 - February 1984 · 1 mo
Burton J. Vincent, Chesley & CO.Broker
June 1982 - January 1984 · 1 yr 7 mos
William Blair & CompanyBroker
October 1974 - June 1982 · 7 yrs 8 mos
White, Weld & CO. IncorporatedBroker
June 1970 - November 1974 · 4 yrs 5 mos
State Registrations2 states
GAIL
Advisor

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
No exam information available for this advisor.