Jonathan Malone
Jonathan Malone is a registered investment advisor at Centaurus Financial, INC., based in Leesburg, VA, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
540 Fort Evans Road, Ne, Suite #200, Leesburg, VA, 20176
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2020Other Business ActivitiesSells Insurance
Jonathan operates under the DBA Castle Wealth Group, LLC, selling life insurance, fixed annuities, and long-term care insurance as an agent. He also provides tax return preparation services through Castle Wealth Group, dedicating minimal time to this activity.
Employment History
Current Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Metlife Securities INC.Broker
Securian Financial Services, INC.Broker
Oneamerica Securities, INC.Broker
State Registrations11 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.