Jonathan Salvato is a CFP-designated registered investment advisor at Diamond Client Group, LLC, based in The Woodlands, TX, with 21 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 212 clients with $120M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are generally negotiable. Certain additional sub-advisory fees, platform fees, and/or Alternative Investment Fees may apply where the client’s account incorporates the use of Sub-Advisers and/or Alternative Investments.
Fee Estimator
Location
9595 Six Pines Drive, Suite 6200, The Woodlands, TX, 77380
Get directionsHistory
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 owns Financialpanthering.com, a website providing general financial planning education through newsletters, podcasts, and videos. He spends about full-time on this non-investment related activity.
Employment History
Current Registrations
Diamond Client Group, LLC
Previous Registrations
Cerity Partners LLC
Investec Wealth Strategies
Asset Management Advisors INC
Vestis Advisors LLC
Charles Schwab & CO., INC.
Ameriprise Financial Services, INC.
State Registrations1 state
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