Jonathan Falls is a registered investment advisor at Enclave Advisors, LLC, based in Austin, TX, with 13 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management. Their firm serves 67 clients with $980M 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 $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.32% |
In certain circumstances, Enclave may in its discretion accept accounts below $5,000,000 with annual fees as follows: First $3,000,000 – annual fee of 1.00%; Balance of $3,000,000 to $5,000,000 – annual fee of .90%. There is generally a minimum annual fee of $30,000 regardless of account size given the complexity of services provided.
Fee Estimator
Location
3600 N. Capital of Texas Hwy., Bldg B, Suite 180, Austin, TX, 78746
Get directionsHistory
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 →Employment History
Current Registrations
Enclave Advisors, LLC
State Registrations2 states
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.