Jonathan Phelan
Jonathan Phelan is a CFA, CFP-designated registered investment advisor at Waterford Financial Management, LLC, based in Fair Haven, MI, 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, Investment Management, Retirement Planning. Their firm serves 41 clients with $38M 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 $100K | 1.00% |
| $100K - $200K | 0.80% |
| $200K - $300K | 0.60% |
| $300K - $400K | 0.40% |
| $400K+ | 0.20% |
Fees are negotiable.
Fee Estimator
Location
9834 Dixie Hwy., Fair Haven, MI, 48023
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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 is a director at Thompson-Phelan Group, Inc., a general contractor, spending minimal time overseeing firm management. He is also a member of Dixieville Leasing Co., LLC, a real estate investing and management business, spending minimal time on bookkeeping.
Employment History
Current Registrations
Waterford Financial Management, LLC
State Registrations1 state
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