Jonathan Good
Jonathan Good is a registered investment advisor at Turning Point Financial, based in Camp Hill, PA, 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 Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 794 clients with $340M 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 $500K | 1.60% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are guidelines and may be negotiable. Additional asset management model fees ranging from 0.15% to 0.60% may apply depending on the chosen strategy.
Fee Estimator
Location
704 Lisburn Rd, Ste 101, Camp Hill, PA, 17011
Get directionsHistory
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 a Research Assistant and Agent at Wealth Development Council, LLC, providing financial planning, managing investment portfolios, and writing insurance services since 2013. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Turning Point Financial
Previous Registrations
Wdc Advisors, LLC
Harvest Investment Services, 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.
Exams
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