Jonathan Chapman is a CFP-designated registered investment advisor at Wj Interests, LLC, based in Sugar Land, TX, 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 268 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
In addition to the asset-based fee, there is a fixed fee of $5,000 per year. The wealth management fee is negotiable based on the complexity of the wealth management services requested, the characteristics of your portfolio, including the size and number of separate accounts, the types of investments to be purchased for the portfolio and the probability of substantial future additional investment contributions to your portfolio.
Fee Estimator
Contact
Jonathan Chapman
Location
2333 Town Center Drive, Suite 100, Sugar Land, TX, 77478-4175
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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 →Employment History
Current Registrations
Wj Interests, LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
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.
Exams
Additional Information
Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional. He earned a Bachelor of Science in Ocean Engineering from the United States Naval Academy and a Master of Business Administration with a concentration in Finance from the University of Texas at Austin.