Jonathan Yeager is a registered investment advisor at Marathon Financial Group, based in Boston, MA, with 18 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 115 clients with $290M 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 - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Location
131 Dartmouth Street, 3rd Floor, Boston, MA, 02116
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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 works full-time as a Registered Admin for NewEdge Advisors, LLC, doing business as Marathon Financial Group RIA. He also dedicates minimal time each month to the Alabama Alzheimer's Association as an Executive Leadership Team Member, focusing on fundraising and recruiting.
Employment History
Current Registrations
Marathon Financial Group
Previous Registrations
Newedge Advisors
Newedge Securities, LLCBroker
Newedge Advisors
Rfg Advisory, LLC
Private Client Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Bbva Securities INC.Broker
Bbva Compass Investment Solutions, INCBroker
Investment Advisors
Proequities, INC.Broker
Compass Brokerage, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.