Jonathan Woo is a registered investment advisor at Dearborn Partners L.L.C., based in Chicago, IL, with 14 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 Estate Planning, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 285 clients with $2.7B 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% |
Annual fees generally range from 0.25% to 1.00% depending on the strategy and portfolio size. Fees are negotiable.
Fee Estimator
Location
200 W Madison St, Suite 1950, Chicago, IL, 60606
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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 Activities
Jonathan works as an analyst at Dearborn Partners, L.L.C., providing services to shareholders related to asset management. This activity takes nearly all of Jonathan's time.
Employment History
Current Registrations
Dearborn Partners L.L.C.
Quasar Distributors, LLC
Quasar Distributors, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
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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