Jonathan Seif is a registered investment advisor at The Profolio Group, LLC, based in Flushing, NY, 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, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 45 clients with $7.9M 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 | 1.00% |
Fees are calculated based on the portfolio value on the last day of each quarterly billing period and billed in arrears. Fees are negotiable at the discretion of the advisor.
Fee Estimator
Location
Flushing, NY
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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
The Profolio Group, LLC
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Caldwell International SecuritiesBroker
Meyers Associates, L.P.Broker
Garden State Securities, INC.Broker
E1 Asset Management, INC.Broker
Meyers Associates, L.P.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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