Jonathon Merickel is a CFP-designated registered investment advisor at Savvy, based in Glenview, IL, with 22 years of industry experience. Jonathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 4,613 clients with $5B 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 | 1.90% |
Fees are negotiable and typically range between 0.30% and 1.90% per year based on account size and complexity. Net worth-based fees typically range between 0.10% and 0.40%.
Fee Estimator
Location
Glenview, IL
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2010Employment History
Current Registrations
Savvy
Previous Registrations
Savant Wealth Management
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Vivaldi Capital Management, LLC
Iht Wealth Management LLC
LPL Financial LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Refco Securities, LLCBroker
Capital Brokerage CorporationBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.
Exams
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