Jonathan Stump is a CFA-designated registered investment advisor at Capstone Wealth Management CORP., based in Lakeland, FL, with 11 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 315 clients with $92M 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 $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees may be negotiable. CWM may receive a quarterly advisory fee based on the performance of a client account (the “Performance Fee”). The Performance Fee is a quarterly fee equal to up to 20% of realized and unrealized gains in a client’s portfolio subject to certain restrictions and limitations.
Fee Estimator
Location
5120 S. Lakeland Drive, Suite 1, Lakeland, FL, 33813
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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 →Employment History
Current Registrations
Capstone Wealth Management CORP.
State Registrations2 states
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