Jonathan Grubb
Jonathan Grubb is a registered investment advisor at Accountants Wealth Management Group LLC, based in Des Plaines, IL, with 9 years of industry experience. Jonathan 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 2 clients with $1.5M 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 $100K | 1.75% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.70% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Des Plaines, IL
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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 works as an accountant at The Hechtman Group, an accounting firm, dedicating full-time hours to this role. This activity is not investment-related.
Employment History
Current Registrations
Accountants Wealth Management Group LLC
Previous Registrations
Archer Investment Corporation
State Registrations1 state
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