Jonathan Gausewitz is a registered investment advisor at Goldstein Advisors, LLC, based in Madison, WI, 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 Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,070 clients with $1.1B 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 $1000K | 1.35% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fee may be negotiable. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
1241 John Q Hammons Dr, Suite 302, Madison, WI, 53717
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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 coaches a Masters Swim Class, dedicating a few hours per week to this activity. He also owns 1% of The Gausewitz Family, LLC, which owns farmland, but has no duties or obligations related to this LLC.
Employment History
Current Registrations
Goldstein Advisors, LLC
Previous Registrations
Kestra Investment Services, LLCBroker
Arbor Point Advisors
Securities America, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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