Jonathan Lugo
Jonathan Lugo is a registered investment advisor at Axxcess Wealth Management, LLC, based in Carlsbad, CA, with 11 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, Investment Management, Retirement Planning. Their firm serves 8,726 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Axxcess Wealth Management's fees for wealth management and customized portfolio platform services range from 0.15% to 2.00% annually, based on the value of your investments. The firm also offers sleeve manager strategy services with fees ranging from 0.08% to 1.25% annually. Fees are based on the scope and complexity of services, the amount of assets managed, and the overall relationship with the firm. Fees may be negotiable.
Location
6005 Hidden Valley Road, Suite 290, Carlsbad, CA, 92011
Get directionsHistory
Regulatory History (1)
Criminal
December 2004Other Business ActivitiesSells Insurance
Jonathan is an insurance agent since 2013, spending about 10% of his time selling non-variable life, health, annuity, and disability income insurance products. He is also a trustee for a family trust and operates an advisory business under the name Zandbergen Group.
Employment History
Current Registrations
Axxcess Wealth Management, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
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.