Jonathan Dvorak is a CFP-designated registered investment advisor at Uptick Partners, LLC, based in Cullman, AL, with 16 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 717 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Uptick Partners offers investment management services for an annual fee based on the value of your portfolio. The maximum annual fee is 1.50%, based on a tiered schedule. The fee is calculated monthly, in arrears, based on the average daily balance of your investments. Fees are negotiable. Some clients may be enrolled in Altruist One, and the program fee of 0.12% per year of eligible household assets will be passed through to you. The total of Uptick's fee and the Altruist One fee will not exceed 2.00% per year.
Location
101 2nd Avenue, Cullman, AL, 35055
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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.
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Jonathan is a partner member of Fauntleroy Properties LLC, which owns a rental house. He spends minimal time preparing the rental house for future tenants.
Employment History
Current Registrations
Uptick Partners, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations2 states
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