Jonathan Bloom is a CFP-designated registered investment advisor at Aaf Wealth Management, LLC, based in Westborough, MA, with 18 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 4 more. Their firm serves 293 clients with $730M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.92% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.68% |
| $50M+ | 0.15% |
Fees are negotiable for accounts over $50,000,001. For clients using a Platform Manager, the total maximum annual advisory fee will not exceed 1.65% inclusive of AAF's fee.
Fee Estimator
Location
50 Washington Street, Westborough, MA, 01581
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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
Aaf Wealth Management, LLC
Previous Registrations
Santander Securities
Santander Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Triad Advisors, INC.Broker
Asset Strategy Retirement Consultants, LLC
Fidelity Brokerage Services LLCBroker
State Registrations2 states
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