Jonathan Heras is a registered investment advisor at Guide Advisors, INC., based in Bothell, WA, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.99% |
| $1.0M - $4.0M | 0.85% |
| $4M+ | 0.50% |
The fee will be disclosed to the Client in the Investment Advisory Agreement and is negotiable based on the amount of assets and the Model Portfolio chosen. MM receives fees of a maximum of .49% per annum on the average net assets of each series of the Matson Fund as the adviser to the Matson Fund and this fee, paid through the Matson Fund is in addition to the management fees charged by Guide Advisors.
Fee Estimator
Location
19125 North Creek Parkway, Suite 120, Bothell, WA, 98011
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 member of the Bellevue Breakfast Rotary Club. He is also a sole proprietor offering insurance products and services, dedicating about 10% of his time to this investment-related activity.
Employment History
Current Registrations
Guide Advisors, INC.
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.