Jonathan Williams is a registered investment advisor at Summit Trail Advisors, LLC, based in Harrisburg, PA, with 16 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,191 clients with $26B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Trail charges an annual fee based on a percentage of the assets they manage. This fee can range up to 1.50% annually, depending on the complexity of the services, the amount of assets managed, and the overall relationship. The fee is calculated quarterly in advance, and reconciliations are performed to capture any differences in market value. The management fee is negotiable depending on individual client circumstances.
Location
330 East Park Drive, Harrisburg, PA, 17111
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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.
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Jonathan owns residential rental property and acts as a landlord, dedicating minimal time to this activity. He also works as an advisor for Summit Trail Advisors, LLC, providing investment advice and dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Summit Trail Advisors, LLC
Previous Registrations
M&t Securities, INC.
M&t Securities, INC.Broker
State Registrations1 state
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