Jonathan Frances
Jonathan Frances is a registered investment advisor at Triad Wealth Partners, LLC, based in Palm Beach Gardens, FL, 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, Insurance Planning, and 3 more. Their firm serves 3,896 clients with $1.5B 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 | 2.00% |
Advisory fees vary based on services provided and range up to 2.00% per year. Fees are negotiable.
Fee Estimator
Location
4440 PGA Blvd, Suite 600, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (1)
Judgment / Lien
January 2012Other Business ActivitiesSells Insurance
Jonathan is a managing member of Prosperity Wealth of Florida, LLC, and spends nearly full-time on insurance sales, specifically life insurance and annuities. He dedicates 200 hours per month to this activity, with 160 hours spent on trading.
Employment History
Current Registrations
Triad Wealth Partners, LLC
Previous Registrations
Creativeone Wealth, LLC
Ae Wealth Management, LLC
Global Financial Private Capital, LLC
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
More Advisors
- Amy Owen, CFPHb Wealth
- David Swank, CFAHood River Capital Management LLC
- Paul Conklin, CFPMorgan Stanley
- Reece Bogan, CFPHamilton Capital
- Ronald Rourk, CFPMorgan Stanley
- Steve Erikson, CFPValley Wealth Managers, INC.