Jonathan Tang is a ChFC-designated registered investment advisor at Green Trails Wealth LLC, based in Wayne, PA, with 12 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Green Trails Wealth offers ongoing financial planning for a monthly fee, paid in arrears, ranging from $100 to $2,000 per month. The fee is based on the complexity of your situation, income, net worth, and the time required by the advisor.
Green Trails Wealth offers comprehensive financial planning services for an initial fee of $500 to $10,000. The fee is based on the complexity of your situation, income, net worth, and the time required by the advisor.
Location
Wayne, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Green Trails Wealth LLC
Previous Registrations
Goldman Sachs & CO. LLCBroker
State Registrations1 state
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