Jonathan Chesshire
Jonathan Chesshire is a registered investment advisor at Sindia Capital Advisers, LLC, based in Somers Point, NJ, with 10 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 13 clients with $420M 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 | 1.00% |
Fees are negotiated with individual clients and typically range between 0.30% and 1.00% per year on a sliding scale based on account size, number of managers, workload, and contract length.
Fee Estimator
Location
Somers Point, NJ
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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 the president of East Coast Residential Services, a property care company, spending minimal time on this role. He is also a partner in ECRS Holdings, a non-operating LLC, but dedicates no time to it.
Employment History
Current Registrations
Sindia Capital Advisers, LLC
Clearbrook Investment Solutions LLC
Previous Registrations
Cbf Advisors, LLC
Lockwood Advisors INC
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.
Exams
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