Jonathan Amoia is a registered investment advisor at Tritonpoint Partners, LLC, based in Clarence, NY, with 4 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 44 clients with $110M 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 | 1.50% |
The maximum annual fee charged for portfolio management services will not exceed 1.50%. The advisory fee is negotiable, depending on individual Client circumstances and account type.
Fee Estimator
Location
Clarence, NY
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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 principal at Alkemy Machine DBA Aurora Machine, focusing on strategic decision making and financial oversight. This activity requires a few hours per week.
Employment History
Current Registrations
Tritonpoint Partners, LLC
Previous Registrations
Sandhill Investment Management
State Registrations1 state
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