Jonathan Kisch is a registered investment advisor at Ally Invest Advisors, based in Charlotte, NC, 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. Their firm serves 79,943 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 $250K | 0.85% |
| $250K - $1.0M | 0.80% |
| $1M+ | 0.75% |
This fee schedule applies to the Personal Advice service. Market-Focused Robo Portfolios have a 0.30% annual fee. Cash-Enhanced Robo Portfolios and Invest Simply portfolios have no advisory fee. Guided Advice has a 0.50% annual fee.
Fee Estimator
Location
601 S. Tryon Street, Suite 100, Charlotte, NC, 28202
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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 Manager of Business Line Regulatory Controls at Ally Invest Advisors, assisting with compliance oversight. This takes about 10-20% of his time.
Employment History
Current Registrations
Ally Invest Advisors
Ally Invest Securities LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Sterling Financial Investment Group, INC.Broker
State Registrations1 state
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.