Jonathan Eleser is a registered investment advisor at Fmsa, based in Delray Beach, FL, with 10 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,291 clients with $220M 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 $100K | 2.50% |
| $100K - $250K | 1.98% |
| $250K - $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable for accounts.
Fee Estimator
Location
Delray Beach, FL
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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 ActivitiesSells Insurance
Jonathan works as an insurance sales broker with Eleser Financial, dedicating about full-time hours to this role. He also works as a tax expert and consultant, dedicating about full-time hours to this role.
Employment History
Current Registrations
Fmsa
Previous Registrations
N.I.S. Financial Services, INC.Broker
State Registrations1 state
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