Jonathan White
Jonathan White is a CFP-designated registered investment advisor at White Hawk Wealth Management, based in Broomfield, CO, 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 153 clients with $130M 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 | 1.40% |
| $1.0M - $3.0M | 1.33% |
| $3.0M - $5.0M | 1.07% |
| $5.0M - $10.0M | 0.77% |
| $10M+ | 0.47% |
Fees are blended across tiers. The firm may charge a lesser fee at its discretion based on factors such as historical relationships, asset types, and account size.
Fee Estimator
Location
340 E. 1st Avenue, Suite 310, Broomfield, CO, 80020
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2022Other Business Activities
Jonathan provides investment advisory services through Western Wealth Management, LLC, dedicating nearly full-time hours to this activity. He also operates under the DBAs Western Wealth Advisors and White Hawk Wealth Management, Inc. for his LPL business.
Employment History
Current Registrations
White Hawk Wealth Management
Previous Registrations
Western Wealth Management LLC
LPL Financial LLCBroker
LPL Financial LLC
Edward Jones
Edward JonesBroker
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.
Exams
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