Jonathan Stambaugh
Jonathan Stambaugh is a registered investment advisor at Red Door Wealth Management, LLC, based in Memphis, TN, with 14 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 836 clients with $2.5B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
965 Ridge Lake Blvd, Suite 105, Memphis, TN, 38120
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 owns LHP Property Group, a residential rental property, dedicating minimal time to it. He also works as a paid baseball coach for Collierville Schools, dedicating about 10-20% of his time. Jonathan is also an independent licensed insurance agent selling life, health, and long-term care insurance.
Employment History
Current Registrations
Red Door Wealth Management, LLC
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Duncan-Williams, INC.
Duncan-Williams, INC.Broker
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.