Jonathan Zerges is a registered investment advisor at Im Wealth Partners, based in Blue Bell, PA, with 17 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 17 clients with $120M 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 $750K | 0.15% |
| $750K - $1.0M | 0.15% |
| $1.0M - $5.0M | 0.15% |
| $5.0M - $10.0M | 0.15% |
| $10M+ | 0.15% |
Clients also pay an additional 0.15% annual performance and account aggregation reporting fee. Fees may be negotiated based on the size and nature of the relationship.
Fee Estimator
Location
3 Valley Square, Suite 110, Blue Bell, PA, 19422
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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 is an assistant at IM Wealth Partners, dedicating all hours to client services. He also serves as Board President for Friends of Merion Gateway Park and a Board Member for Merion Civic Association, spending minimal time on each role.
Employment History
Current Registrations
Im Wealth Partners
Stonex Advisors INC.
Stonex Securities INC.Broker
Stonex Securities INC.
Previous Registrations
Sterne Agee Asset Management, INC.
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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