Jonathan Broadbent is a registered investment advisor at Plan Partners LLC, based in Newbury, OH, 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 Investment Management, Retirement Planning, Tax Planning. Their firm serves 17 clients with $2M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
All fees are negotiable. Clients also pay ticket charges in addition to the fee schedule.
Fee Estimator
Location
Newbury, OH
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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 →Employment History
Current Registrations
Plan Partners LLC
Previous Registrations
Plan Partners LLC
Ifs SecuritiesBroker
Ifs SecuritiesBroker
Plan Partners LLC
Fintegra Financial Solutions
Fintegra, LLCBroker
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Key Investment Services LLC
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Vista Financial Services CorporationBroker
State Registrations1 state
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