Jonathan Cush
Jonathan Cush is a CFP-designated registered investment advisor at Independence Capital CO., INC., based in New Philadelphia, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 295 clients with $100M 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 $250K | 2.50% |
| $250K - $500K | 1.50% |
| $500K - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
407 Fourth St. NW, New Philadelphia, OH, 44663
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 ActivitiesSells Insurance
Jonathan is an agent selling fixed life, annuity, disability, long-term care, and health insurance, dedicating full-time hours to this. He also owns a horse breeding business, taking nearly full-time hours.
Employment History
Current Registrations
Independence Capital CO., INC.
Independence Capital CO., INC.
Independence Capital CO., INC.Broker
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
The O.N. Equity Sales CompanyBroker
State Registrations3 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.