Jonas Means is a registered investment advisor at Mariposa Wealth Solutions LLC, based in Snoqualmie, WA, with 19 years of industry experience. Jonas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 49 clients with $26M 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% |
| $1M+ | Included |
For accounts with more than $1,000,000 in assets under management, the annual fee is a flat $10,000 per year. The annual fee may be negotiable.
Fee Estimator
Location
Snoqualmie, WA
Get directionsHistory
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
Mariposa Wealth Solutions LLC
Previous Registrations
Cutler Investment Counsel, LLC
Laird Norton Wealth Management
Coldstream Capital Management INC
Ameriprise Financial Services, INC.
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.