Jonathan Wagner is a CFA-designated registered investment advisor at Ws Wealth Management, LLC, based in Washington, VA, with 20 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 71 clients with $91M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
There is a $7,500 minimum fee that may be waived. WS Wealth Management may also charge an additional fee of up to 0.25% for using an option overlay strategy.
Fee Estimator
Location
509 Fodderstack Rd, Washington, VA, 22747
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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 →Employment History
Current Registrations
Ws Wealth Management, LLC
Previous Registrations
Ws Wealth Management, LLC
Bluemont Capital Advisors, LLC
Old Dominion Capital Management INC.
State Registrations1 state
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