Jon Gauthier is a CFP-designated registered investment advisor at Colarion, based in Greenville, SC, with 18 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 133 clients with $170M 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 $1.0M | 1.00% |
| $1M+ | 0.75% |
The annual fee for asset management services to partners of the Mint Partnership is 1.5%.
Fee Estimator
Location
333 E. Coffee Street, Suite, Greenville, SC, 29601
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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
Jon is the author of "Embracing Goodness", a book on faith, published several years ago. He is also an independent contractor for JHH Wealth LLC (DBA Gauthier Wealth Management) providing wealth management services.
Employment History
Current Registrations
Colarion
Previous Registrations
Jhh Wealth, LLC
Allen C. Ewing & CO.Broker
Allen C. Ewing & CO.Broker
Hayden Royal
Visionquest Wealth Management, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.