Jonathan Laventure
Jonathan Laventure is a registered investment advisor at Cmg Wealth Advisors LLC, based in Dodgeville, WI, with 17 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,058 clients with $140M 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 $5.0M | 1.30% |
| $5.0M - $50.0M | 0.85% |
| $50.0M - $100.0M | 0.80% |
| $100M+ | 0.80% |
Separate schedule applies to fixed income only portfolios: $0 to $2,499,999 at 0.60%, and $2,500,000+ at 0.50%. Fees are negotiable and subject to firm discretion.
Fee Estimator
Location
1113 N. Johns, Dodgeville, WI, 53533
Get directionsHistory
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 fixed insurance, dedicating minimal time to this activity. He also works as a soccer referee for Mount Horeb Soccer Club, which is not investment-related.
Employment History
Current Registrations
Cmg Wealth Advisors LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Waddell & Reed
Waddell & Reed, INC.Broker
State Registrations21 states
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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