Jonas Champion is a registered investment advisor at Net Income LLC, based in San Rafael, CA, with 17 years of industry experience. Jonas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $1.6M 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 $500K | 0.70% |
| $500K - $1.0M | 0.60% |
| $1.0M - $1.5M | 0.50% |
| $1.5M - $2.0M | 0.40% |
| $2M+ | 0.30% |
These fees are in addition to the fees charged by the Third-Party Managers.
Fee Estimator
Location
4040 Civic Center Dr, Suite 200, San Rafael, CA, 94903
Get directionsHistory
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
Jonas is the 100% owner of both Sprout Sprawl LLC and JTC International.
Employment History
Current Registrations
Net Income LLC
Previous Registrations
Cuso Financial Services, L.P.
Charles Schwab & CO., 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.