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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 742 clients with $20B 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 | 1.50% |
Investment advisory fees range up to 1.50% annually based on asset level, complexity, and overall relationship. Fees are negotiable.
Fee Estimator
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.
Learn about disclosures →Other Business Activities
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
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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