Jonathan Clair is a registered investment advisor at Sageview Advisory Group, LLC, based in Atlanta, GA, with 12 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,497 clients with $240B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SageView offers investment management services to individual clients, charging an annual fee based on the amount of assets managed. This fee typically ranges from 0.55% to 1.50% of the portfolio's value, but will not exceed 2.00%. The exact fee is determined by the size, nature, complexity, and services required for the client's account. Fees are charged quarterly in advance. For accounts managed through the Pontera platform, the fee is also between 0.55% and 1.50%, but no greater than 2.00%.
Location
5 Concourse Parkway, Suite 1800, Atlanta, GA, 30328
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is an Investment Advisor Representative (IAR) at Sage View Advisory, offering investment and financial services. He also owns St. Clair and Associates, LLC, a law practice specializing in wills, trusts, and estates since 2008.
Employment History
Current Registrations
Sageview Advisory Group, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
State Registrations1 state
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