Jonathan Blackwell
Jonathan Blackwell is a CFP-designated registered investment advisor at Carolina Wealth Management, INC., based in Greenville, NC, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 595 clients with $710M 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 | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10 million.
Fee Estimator
Location
1706-A East Arlington Blvd., Greenville, NC, 27858
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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 silent partner in LomaxDirect, Inc., an online book dealer, since 2006. He dedicates a few hours per week to oversight of accounting, inventory management, and purchasing.
Employment History
Current Registrations
Carolina Wealth Management, INC.
Previous Registrations
Fsc Securities Corporation
Uvest Financial Services Group, INC.
State Registrations1 state
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