Jonathan Liggett is a CFA-designated registered investment advisor at Orbital Management, based in Ardmore, PA, with 1 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $2.3M 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 | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
40 East Montgomery Ave, Ardmore, PA, 19003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jonathan is the Head of Data Partnerships at i360 LLC, a data provider, where he builds external client partnerships. He spends about 10-20% of his time on this activity, with minimal time spent during securities hours.
Employment History
Current Registrations
Orbital Management
State Registrations1 state
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