Jonathan Dry is a CFP-designated registered investment advisor at Mbl Advisors, based in Charlotte, NC, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 216 clients with $1.1B 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 $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.25% |
At MBL Wealth's discretion, they may combine the account values of family members living in the same household to determine the applicable investment management fee.
Fee Estimator
Location
301 S. Mcdowell Street, Suite 1100, Charlotte, NC, 28204
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 managing director at MBL Advisors Inc. He also serves on the advisory boards of RiceWrap Foods Corporation and BatteryXchange, and is a board member at Sheets Laundry Club, Inc., dedicating minimal time to each. Finally, Jonathan is a consultant for Frontline Healthcare Partners, spending minimal time advising on investments.
Employment History
Current Registrations
Mbl Advisors
M Holdings Securities, INC.Broker
Previous Registrations
M Holdings Securities, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Strategic Investment Advisors, INC.
The Strategic Alliance CorporationBroker
State Registrations5 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.