Jonathan Grannick is a CFP-designated registered investment advisor at Wonder Wealth LLC, based in San Diego, CA, with 4 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 6 more. Their firm serves 23 clients with $2.4M 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 - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Investment Management fees are paid quarterly in advance, based on the value of Client’s account(s) as of the last day of the billing period. Investment Management Services are subject to a minimum $500/year fee, or $125/quarter, the minimum applies at each quarterly billing cycle.
Fee Estimator
Contact
Jonathan Grannick
Location
San Diego, CA
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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 Activities
Jonathan is the sole proprietor and owner of Virtual Para Planning, providing virtual paraplanning support to financial planners. This non-investment related activity takes minimal time during trading hours.
Employment History
Current Registrations
Wonder Wealth LLC
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
Additional Information
I help travel loving young families & professionals in San Diego (and nationwide) say YES to travel (or whatever their dream). Balance an adventurous life today with being financially prepared for tomorrow. Go from “One Day” to “Day One” in your journey to financial freedom.