Jonathan Gardey is a CFA, CFP-designated registered investment advisor at Modern Wealth Management, LLC, based in Saginaw, MI, with 15 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,716 clients with $6.1B 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 - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
100 Harrow Lane, Saginaw, MI, 48638
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jonathan is a managing member of Harrow Holding Group LLC, which owns and manages commercial real estate, dedicating minimal time. He also chairs an investment committee for Covenant Health Care and is a board member for Central Equity Investments, both related to investment activities.
Employment History
Current Registrations
Modern Wealth Management, LLC
Previous Registrations
Gardey Financial Advisors INC
State Registrations1 state
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