Jonathan Bartholomew
Jonathan Bartholomew is a registered investment advisor at Rock Ridge Wealth LLC, based in Sackets Harbor, NY, with 22 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 110 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rock Ridge Wealth charges an annual fee based on the value of your portfolio. The fee is 2.00% of all assets. This fee is negotiable. RRWL also offers cash management services with fees ranging up to 0.50% annually based on the level of assets to be managed and the overall relationship with the advisor.
Location
Sackets Harbor, NY
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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 ActivitiesSells Insurance
Jonathan owns Concealed Designs LLC, a furniture design business in the startup phase, dedicating a few hours per week. He also plans to affiliate with PKS Investments for commission-related, insurance, and group retirement account business.
Employment History
Current Registrations
Rock Ridge Wealth LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Invest Financial CorporationBroker
Invest Financial Corporation
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Allstate Financial Services, LLCBroker
Hsbc Securities (USA) INC.Broker
MML Investors Services, INC.Broker
State Registrations2 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.