Jonathan Bergman is a CFP-designated registered investment advisor at Collaborative Capital Advisors LLC, based in New York, NY. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 18 clients with $390M 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 $25.0M | 0.75% |
| $25.0M - $100.0M | 0.60% |
| $100M+ | 0.50% |
Fees are generally negotiable. Clients may terminate the agreement with 90 days' written notice.
Fee Estimator
Location
1120 Ave of the Americas, 13th Floor, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Collaborative Capital Advisors LLC
State Registrations1 state
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