Jonathan Brummel is a registered investment advisor at Sentara Capital, based in Marietta, GA, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 169 clients with $120M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
3225 Shallowford Road Ne, Suite 900, Marietta, GA, 30062
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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
Sentara Capital
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Suntrust Investment Services, INC.Broker
Wells Investment Securities,inc.Broker
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.