Jonathan Dry is a CFP-designated registered investment advisor at Mbl Advisors, based in Charlotte, NC, with 15 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 270 clients with $1.4B 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% |
Fees are negotiable based on account complexity. Household accounts may be combined to reach lower fee tiers. Minimum annual relationship fee is $40,000.
Fee Estimator
Location
301 S. Mcdowell Street, Suite 1100, Charlotte, NC, 28204
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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 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.
Exams
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