Jonathan Blake
Jonathan Blake is a registered investment advisor at Allspring Funds Management, LLC, based in Charlotte, NC, 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 12,065 clients with $320B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allspring Funds Management negotiates investment advisory fees with each managed account program sponsor. These fees generally range from 0.07% to 0.75% of the value of the client's assets managed. The total annual fees charged by sponsors generally include Allspring's fee. Fees are generally payable quarterly based on the calendar quarter-end market value. Clients also pay the fees and expenses of the underlying investments.
Location
1415 Vantage Park Drive, 3rd Floor, Charlotte, NC, 28203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Allspring Funds Management, LLC
Allspring Funds Distributor, LLC
Allspring Funds Distributor, LLCBroker
Previous Registrations
Wells Fargo Funds Management, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
H&r Block Financial Advisors, INC.Broker
State Registrations1 state
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