Jonathan Elliott
Jonathan Elliott is a registered investment advisor at Optima Capital Management, based in Scottsdale, AZ, with 23 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 3 more. Their firm serves 215 clients with $150M 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 | 1.50% |
Fees are negotiable. Retirement plan services follow a separate tiered schedule ranging from 0.25% to 1.00% based on plan assets.
Fee Estimator
Location
7014 E Camelback Road, Suite B100A, Scottsdale, AZ, 85281
Get directionsHistory
Regulatory History (1)
Regulatory
November 2020Other Business ActivitiesSells Insurance
Jonathan Elliott holds an insurance license from the State of Arizona. He is not affiliated with any insurance company or agency.
Employment History
Current Registrations
Optima Capital Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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