Jonathan Loeffler is a registered investment advisor at Ascent Capital Partners, LLC, based in Scottsdale, AZ, with 9 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, High Net Worth, Investment Management, and 2 more. Their firm serves 61 clients with $200M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees may be negotiable at the discretion of the Advisor.
Fee Estimator
Location
16427 North Scottsdale Road, Suite 410, Scottsdale, AZ, 85254
Get directionsHistory
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 a managing member of Loeffler Consolidated, LLC, an advisory board member of Platform Technology Group, Inc., and a partner at Ascent Capital Partners. These activities are not investment-related.
Employment History
Current Registrations
Ascent Capital Partners, LLC
Previous Registrations
Riley Private Client LLC
Riley Wealth Advisors, LLC
Tl Private Wealth
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.