Jonathan Adams is a CFP-designated registered investment advisor at Fifth Third Wealth Advisors LLC, based in Cincinnati, OH, 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 Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,498 clients with $7.8B 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 $5.0M | 1.00% |
| $5M+ | 0.60% |
Rates shown are for accounts holding equity, cash, and mixed assets. Fixed income and cash-only accounts are charged 0.50% up to $5M and 0.375% over $5M. All accounts are subject to a $7,500 minimum annual fee. Fees are negotiable.
Fee Estimator
Location
38 Fountain Square Plaza, Cincinnati, OH, 45263
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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
Fifth Third Wealth Advisors LLC
Previous Registrations
Mainstreet Advisors
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations2 states
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.
Exams
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