Jonathan Allred is a registered investment advisor at Allred Harris Wealth Management., based in Dallas, TX, with 17 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, Investment Management, Retirement Planning. Their firm serves 305 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allred Harris Wealth Management's fees are individually negotiated and based on a percentage of the assets they manage. The maximum annual fees are:
- IAD accounts: 1.50%
- AMS accounts: 1.75%
- RJCS accounts: 1.75%
These fees may be part of a bundled fee program that includes brokerage, custody, and management fees. For some accounts, clients pay management fees separately from brokerage expenses.
Location
8333 Douglas Avenue, Suite 525, Dallas, TX, 75225
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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 board member of the Texas Historical Foundation, assisting in managing the endowment. He dedicates minimal time to this activity.
Employment History
Current Registrations
Allred Harris Wealth Management.
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Southwest Securities, 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.