Jonathan Mcevoy
Jonathan Mcevoy is a CFP-designated registered investment advisor at Johnson Investment Counsel, INC., based in Cincinnati, OH, with 15 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,470 clients with $23B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Some clients with established relationships prior to April 15, 2026, as well as certain institutional accounts and family office accounts, may be subject to a different fee schedule. Fees may be negotiated in limited circumstances for fixed-fee asset management.
Fee Estimator
Location
7755 Montgomery Road, Suite 400, Cincinnati, OH, 45236
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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 is a member of Miller Mac Properties LLC, Mac & Mac Properties LLC, Bartlett & Mac Properties LLC Antwerp, and Miller Mac Properties Cuyahoga Falls LLC, all personal real estate investment-related. He spends minimal time on each LLC to ensure rent is collected and the mortgage is paid.
Employment History
Current Registrations
Johnson Investment Counsel, INC.
Previous Registrations
Strategic Advisers, INC.
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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