Jonathon Much is a ChFC-designated registered investment advisor at Cts Financial Planning, INC., based in Chicago, IL, with 10 years of industry experience. Jonathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 249 clients with $310M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
CTS may negotiate a lower management fee based on certain criteria.
Fee Estimator
Location
737 North Michigan Avenue, Suite 2120, Chicago, IL, 60611
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cts Financial Planning, INC.
State Registrations1 state
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