Jonathan Thompson
Jonathan Thompson is a CFP-designated registered investment advisor at Master's Wealth Management INC., based in Leola, PA, with 17 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 434 clients with $590M 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% |
Fees range from 0.25% to 1.50% annually depending on scope, complexity, and asset level. Fees are negotiable at the sole discretion of the firm.
Fee Estimator
Location
1415 E Oregon Rd, Leola, PA, 17540
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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 ActivitiesSells Insurance
Jonathan sells insurance products to existing clients, dedicating a few hours per week to this activity. He also works as an advisor for Master's Advisors, Inc., which is a DBA for Securities America, spending nearly full-time on advisory business.
Employment History
Current Registrations
Master's Wealth Management INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
State Farm Vp Management CORP.Broker
State Farm Vp Management CORP.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.
Exams
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