Jonathan Strandlie
Jonathan Strandlie is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Shavano Park, TX, with 25 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
3208 Napier Park Ste 2, Shavano Park, TX, 78231-1522
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2020Other Business Activities
Jonathan is the secretary for Bitters Band HOA and owns rental properties, spending minimal time on these activities. He is also the president of Strandlie Properties, LLC, but spends minimal time on these activities as well.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations20 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.
Exams
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