| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.03% |
| $500K - $1.1M | 0.03% |
| $1.1M - $2.0M | 0.02% |
| $2M+ | 0.01% |
Fees are subject to negotiation depending on specific circumstances.
1301 East 9th Street, Suite 3700, Cleveland, OH, 44114
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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 →Jonathan is involved in three outside business activities: 10H LLC, real estate rental since 2014, and real estate rental in Durham, NC since April 2024. He dedicates minimal time to the Durham property.