TrueAdvisor
TrueAdvisor
JE
CFA · CFP
JE
CFA · CFP

Jonathan Emrick

True Wealth Design, LLC
16 Years of Experience
Akron, OH
Sells Insurance
View SEC Summary
View SEC Summary

Jonathan Emrick is a CFA, CFP-designated registered investment advisor at True Wealth Design, LLC, based in Akron, OH, 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, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 366 clients with $490M in assets under management.

True Wealth Design, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
366 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$494.0M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,800
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.60%

Annual fees range from 0.25% up to 1.60% depending on asset size, complexity, and scope of services. Minimum annual fee of $1,800 for investment advisory services and $5,000 for wealth management services apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

700 Ghent Road, Suite 100, Akron, OH, 44333

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Jonathan is a licensed insurance agent since 2017, but spends minimal time selling insurance products. This activity is investment-related.

Employment History
Current Registrations
True Wealth Design, LLC
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
Strategic Advisers LLC
October 2010 - May 2018 · 7 yrs 7 mos
Fidelity Brokerage Services LLCBroker
August 2010 - May 2018 · 7 yrs 9 mos
Ameriprise Financial Services, INC.
July 2007 - March 2008 · 8 mos
Ameriprise Financial Services, INC.Broker
June 2007 - March 2008 · 9 mos
State Registrations1 state
OH
Advisor

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
No exam information available for this advisor.
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