Jonathan Dold
Jonathan Dold is a registered investment advisor at Lakeshore Wealth Management LLC, based in Lake Lotawana, MO, with 16 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 265 clients with $61M 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 $500K | 2.00% |
| $500K - $1.0M | 1.85% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $4.0M | 1.35% |
| $4M+ | 1.20% |
Fees are negotiable. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Location
9613 Lake Shore Drive, Lake Lotawana, MO, 64086
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 is a licensed insurance agent selling life, accidental, and health insurance. This investment-related activity takes a significant amount of his time, approximately 10 hours per week.
Employment History
Current Registrations
Lakeshore Wealth Management LLC
Previous Registrations
Wise Wealth, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations2 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.