Jonathan Wood is a registered investment advisor at Wood J D & CO, based in Downingtown, PA, with 1 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 5 clients with $22M 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 | 0.68% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.40% |
Fee is negotiable for accounts greater than $5,000,000. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Location
Downingtown, PA
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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
Wood J D & CO
State Registrations1 state
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