Jonathan Spatz is a registered investment advisor at Lifeworks Advisors, LLC, based in Hickory, 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, Retirement Planning. Their firm serves 1,479 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lifeworks Advisors charges a percentage of your portfolio each year, up to 1.50%. This fee is paid monthly in advance and is based on the value of your account at the end of the prior month. The fee is negotiable and takes into consideration the total amount of assets Lifeworks manages for you. This fee includes the cost of securities transactions, custodial costs, and administrative fees.
Location
2571 Springs Rd Ne, Hickory, NC, 28601
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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 ActivitiesSells Insurance
Jonathan is the owner/CEO of Epic Income Advisors, providing insurance services since 2016, dedicating a few hours per week to commissionable insurance sales. He is also the owner/insurance agent for Spatz Delmonico LLC, providing insurance services since 2020, dedicating a few hours per week, and an insurance agent for Benefit Solutions Inc since 2015, dedicating a few hours per week to health insurance referrals and client relationship management.
Employment History
Current Registrations
Lifeworks Advisors, LLC
Previous Registrations
Brookstone Wealth Advisors, LLC
Insight Folios
Retirement Wealth Advisors, LLC
Formula Folio Investments
Epic Financial Advisors LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Wfg Advisors, LP
Carolina Investment Advisors, LLC
Wfg Investments, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
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.