Jolonda Field is a registered investment advisor at Field Capital Management, LLC, based in Santa Fe, NM, with 22 years of industry experience. Jolonda 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees above $5,000,000 are negotiable.
Fee Estimator
Location
1468 S. St. Francis Drive, Santa Fe, NM, 87505
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jolonda is the president and sole shareholder of The Field Firm, P.C., a CPA practice, since 2002. She spends approximately 25 hours per week on management, tax preparation, and consulting, including about 5 hours per day during trading hours.
Employment History
Current Registrations
Field Capital Management, LLC
State Registrations1 state
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