Jonathan Dash is a registered investment advisor at Dash Investments, based in Woodland Hills, CA, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 429 clients with $620M 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
Minimum annual fee of $12,500. Firm may negotiate certain flat annual rates with clients that can apply to all asset levels.
Fee Estimator
Location
21600 Oxnard Street, Suite 1755, Woodland Hills, CA, 91367
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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
Dash Investments
Previous Registrations
Dash Acquisitions LLC
Dash Acquisitions LLC
State Registrations1 state
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