Jonathan Wakely is a registered investment advisor at Wakely Investment Management, based in Boston, MA, with 19 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 57 clients with $83M 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 | 1.00% |
The current annual fee for any size portfolio ranges from 0.00% to 1.00% of assets under Wakely Investment Management’s management. In certain circumstances, fees, account minimums, and payment terms are negotiable depending on client’s unique situation.
Fee Estimator
Location
Boston, MA
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
Jonathan is a board member of Cardian Mountain School, a pre-prep school, and sits on the investment committee. He dedicates minimal time to this activity.
Employment History
Current Registrations
Wakely Investment Management
Previous Registrations
Pw Global Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.