Jonathan Kobets is a registered investment advisor at Chevy Chase Trust Company, based in Bethesda, MD, with 15 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,234 clients with $40B 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 | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
A $35,000 minimum fee applies, with certain pre-approved exceptions. Fees are also prorated for an initial or final month in which the assets are managed. Fixed income only schedule available for minimum $7.5M investment: 0.50% on the first $5,000,000, 0.40% on the next $5,000,000, 0.30% on the balance.
Fee Estimator
Location
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD, 20814
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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
Chevy Chase Trust Company
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Alliancebernstein L.P.
Alliancebernstein Investments, INC.Broker
Neuberger Berman Bd LLC
Neuberger Berman Bd LLCBroker
Neuberger Berman Management LLCBroker
Mbsc Securities CorporationBroker
State Registrations3 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.