Jonathan Fink is a registered investment advisor at Satya Investment Management, LLC, based in Leawood, KS, with 15 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 16 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Location
2300 West 118th Street, Leawood, 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.
Learn about disclosures →Other Business Activities
Jonathan is the author and president of Polo Grounds Publishing LLC, a book publishing company, since 2017. This takes about half of Jonathan's time, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Satya Investment Management, LLC
Previous Registrations
Satya Investment Management, LLC
Morgan Stanley
State Registrations1 state
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