Jon Lopresti is a registered investment advisor at Decca Private Wealth Management, INC., based in Austin, TX, with 18 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $9.5M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable. Client will not be charged an asset management fee with a performance based fee.
Fee Estimator
Location
8911 N. Capital of Texas Highway, Suite 4200, Austin, TX, 78759
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 →Other Business Activities
Jon is involved in several real estate and investment-related activities, including rental properties in Honolulu and Pahoa, personal investment properties through Aloha Good To Go LLC, and serving as President of Decca Group LLC. He also serves as CFO of Broussard STR Investment Fund I, LP, dedicating about 10-20% of his time to each of Decca Group LLC and Broussard STR Investment Fund I, LP.
Employment History
Current Registrations
Decca Private Wealth Management, INC.
Previous Registrations
Umergence LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Morgan StanleyBroker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
New World Financial, INC.Broker
World Financial Group, INC.Broker
State Registrations4 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.