Jonathan Monroe is a registered investment advisor at New Wave Financial LLC, based in Collegeville, PA, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 5 clients with $280K 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
3 Buckthorn Lane, Collegeville, PA, 19426
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 Activities
Jonathan is a Senior Account Director at Viant Technology Inc, an advertising technology firm, where he supports clients using a software platform for advertising campaigns. This is a full-time position.
Employment History
Current Registrations
New Wave Financial LLC
Previous Registrations
Sei Investments Management CORP
Sei Investments Distribution CO.Broker
Hornor, Townsend & Kent, INC.Broker
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.