Jonathan Dane is a CFA, CFP-designated registered investment advisor at Defiant Capital Group, based in Warrendale, PA, with 13 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 46 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees are negotiable on a client-by-client basis.
Fee Estimator
Location
50 Pennwood Place, Warrendale, PA, 15086
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Defiant Capital Group
Previous Registrations
The Coury Firm
Fsc Securities CorporationBroker
Goldman, Sachs & CO.Broker
Jefferies LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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.