Jonathan Lall is a registered investment advisor at Pcg Wealth Management, based in Overland Park, KS, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,959 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PCG Wealth Advisors manages investments for a fee based on the value of your portfolio. The exact fee is determined by the complexity of your situation, but will not exceed 1.60% annually. Fees are paid quarterly, either in advance or after the services are provided. The fee may be negotiable.
Location
5700 W. 112th Street,, Suite 120, Overland Park, KS, 66211
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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.
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Jonathan provides administrative and investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm, since January 2018. This takes up nearly all of Jonathan's time.
Employment History
Current Registrations
Pcg Wealth Management
LPL Financial LLCBroker
Previous Registrations
V Wealth Advisors LLC
Waddell & Reed
Waddell & ReedBroker
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.