Jonathan Gillett is a registered investment advisor at Wilco Financial, LLC, based in College Grove, TN, with 10 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 11 clients with $7.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fees are negotiable.
Fee Estimator
Location
College Grove, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is the President of Gillett Properties Ltd., a commercial real estate investment company, dedicating about 10-20% of his time. He is also a co-owner of Cigar Station TN, LLC, a cigar shop, and the CFO of profer, Inc., a startup technology company, spending a few hours per week and about 10-20% of his time, respectively, on these roles.
Employment History
Current Registrations
Wilco Financial, LLC
Previous Registrations
Wilco Financial, LLC
Anson Analytics
Mission Capital Management, LLC
Mission Capital Management, LLC
State Registrations1 state
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