Jonathan Bernstein is a CFP, PFS-designated registered investment advisor at Roundangle Advisors LLC, based in Red Bank, NJ, with 23 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 172 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RoundAngle Advisors charges a percentage of your portfolio annually, up to a maximum of 2.00%. This fee is negotiable. The fee is deducted from your account quarterly, based on the value of your account at the end of the previous quarter. Certain alternative investments will be billed based on the most recently available valuation.
Location
1 Harding Road, Suite 206, Red Bank, NJ, 07701
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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 a life insurance producer since 2015, dedicating about a quarter of his time to advising clients and selling insurance products. He also owns a 99% partnership in Bernstein & Bernstein CPA's, LLP, providing accounting and tax services, and works as an IAR for RoundAngle Advisors LLC, spending nearly full-time as a financial advisor.
Employment History
Current Registrations
Roundangle Advisors LLC
Previous Registrations
Foundation Retirement Plan Consultants, LLC
Roundangle Advisors LLC
Purshe Kaplan Sterling InvestmentsBroker
Cetera Advisors LLCBroker
Cetera Advisors LLC
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 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.