| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Annual fees are negotiable at the discretion of the advisor.
8310 S. Valley Highway, Suite 110, Englewood, CO, 80112
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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 →Jonathan is involved in numerous business activities, including serving as President/CEO of Parsonex Enterprises, Inc., an agent for Parsonex Insurance Agency, Inc. selling insurance products, and a managing member of several Parsonex entities related to investment funds. He also has roles in Apex Production Company LLC, Apex Integrated Capital, Publish or Perish Movie, LLC, and E. Magnud Oppenheim, an SEC registered advisory firm.