Jonathan Gehman
Jonathan Gehman is a registered investment advisor at Conrad Siegel Investment Advisors, based in Harrisburg, PA, 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, Insurance Planning, and 3 more. Their firm serves 570 clients with $12B 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 | 0.90% |
For individual clients, the annual fee is up to 0.90% of assets under management. Siegel Select Portfolios program charges 0.25% with a $240 minimum annual fee per account. Fees are negotiable based on factors such as anticipated future assets and account composition.
Fee Estimator
Location
501 Corporate Circle, Harrisburg, PA, 17110-0900
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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
Conrad Siegel Investment Advisors
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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