Jon Courtney
Jon Courtney is a CFP-designated registered investment advisor at Village Wealth Advisors, based in Westlake Village, CA, with 18 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 175 clients with $210M 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 $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
For clients with less than $500,000 in assets under management, Village Wealth Advisors will either charge: (i) a $2,500 onboarding fee and thereafter the above fee schedule will apply; or (ii) an ongoing fixed fee of $1,500 paid quarterly in advance, whichever is greater. The fee may be reduced or waived at the firm’s discretion.
Fee Estimator
Location
2945 Townsgate Road, Suite 120, Westlake Village, CA, 91361
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2013Customer Dispute
May 2013Employment History
Current Registrations
Village Wealth Advisors
Previous Registrations
Avalan, LLC
Alexandria Capital
Summit Wealth Management, INC
NFP Securities, INC.
Banc of America Investment Services, INC.
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.