Jonathan Dorsey is a CFP-designated registered investment advisor at Vandalia Wealth, based in Beckley, WV, with 14 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, High Net Worth, and 4 more. Their firm serves 469 clients with $250M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Fees may be negotiable at the sole discretion of the Advisor. Wealth management may alternatively be charged as a fixed engagement fee ranging from $5,000 to $50,000.
Fee Estimator
Location
101 N. Kanawha, Suite 301, Beckley, WV, 25801
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 Activities
Jonathan operates under Summit Financial Services and Burke & Herbert Bank as DBAs for his LPL business. He dedicates about a quarter of his time to these activities.
Employment History
Current Registrations
Vandalia Wealth
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
United Brokerage Services INC
United Brokerage Services, INCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Edward Jones
Edward JonesBroker
Northwestern Mutual Investment Services, LLCBroker
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
More Advisors
- Michael CavendishVandalia Wealth
- William Straub, ChFCState Farm Investment Management CORP.
- Douglas Lehman, CFPEdward Jones