Jonathan Held is a registered investment advisor at Landcasted Capital Management LLC, based in Waconia, MN, with 8 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.
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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are generally negotiable. Landcasted may offer discounts on management fees to RIAs which utilize Landcasted sub-advisor services which may or may not be passed along to the primary advisor’s client.
Fee Estimator
Location
Waconia, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Landcasted Capital Management LLC
Previous Registrations
Advisornet Wealth Partners
Waterstreet Asset Management LLC
Sns Financial Group, LLC
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.