Johnathan Komich
Johnathan Komich is a CFA-designated registered investment advisor at Komich Capital Advisors, based in Ronkonkoma, NY, with 7 years of industry experience. Johnathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 110 clients with $22M 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 $540K | 1.00% |
| $540K - $10.0M | 1.00% |
| $10M+ | 0.50% |
Fee Estimator
Location
4175 Veterans Memorial Hwy Suite 300, Ronkonkoma, NY, 11779
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
Johnathan is a part owner of three LLCs for holding and administering real estate properties. He also works as an insurance agent for Barson Associates Incorporated, focusing on personal lines, commercial lines, and term life insurance, and his insurance work is intertwined with his advisory services.
Employment History
Current Registrations
Komich Capital Advisors
Previous Registrations
Eaton Vance Management
State Registrations3 states
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