Jonathan Vanorden is a registered investment advisor at Gradient Investments, LLC, based in Arden Hills, MN, with 18 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26,563 clients with $8.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Strategic Portfolios: 2.00% annually. Tactical Portfolios: 1.80% annually. Allocation & Defined Outcome Portfolios: 1.70% annually. Preservation Portfolios: 1.00% annually. Private Wealth Series: 1.50% annually. Fees are negotiable.
Fee Estimator
Location
4105 Lexington Avenue North, Suite 250, Arden Hills, MN, 55126
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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 ActivitiesSells Insurance
Jonathan is an Investment Advisor Representative at Gradient Investments, LLC, dedicating full-time hours to investment consulting and managing employees. He also works as an insurance agent through his sole proprietorship, spending about a quarter of his time on insurance sales.
Employment History
Current Registrations
Gradient Investments, LLC
Previous Registrations
Vanorden Capital L.L.C.
Gradient Investments, LLC
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
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.