Jonathan Pliszka is a registered investment advisor at High Knoll Wealth Advisors, LLC, based in Lexington, KY, with 6 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 42 clients with $9.4M 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% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be lowered or waived during client on-boarding or may be discounted or waived for family and/or friends.
Fee Estimator
Location
115 W Short Street, Lexington, KY, 40507
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is a Lecturer in Finance at the University of Kentucky, dedicating about three-quarters of his time. He also has ownership stakes in AJP Properties, LLC (real estate) and Electrical Services of the Bluegrass, LLC, dedicating minimal time to each.
Employment History
Current Registrations
High Knoll Wealth Advisors, LLC
State Registrations2 states
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