Jonathan Forbes
Jonathan Forbes is a CFP-designated registered investment advisor at Petra Financial Advisors INC, based in Colorado Springs, CO, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 378 clients with $450M 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 | 2.00% |
Investment management fees range between 0.40% and 2.00% of the market value of assets placed under management, reducing as the size of the account increases. Fees may be negotiated at the firm's discretion.
Fee Estimator
Location
2 North Nevada Ave Suite 1300, Colorado Springs, CO, 80903-1626
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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
Petra Financial Advisors INC
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
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