Jonathan Mistofsky
Jonathan Mistofsky is a registered investment advisor at Beacon Financial Advisory LLC, based in Twinsburg, OH, with 12 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,556 clients with $900M 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 | 1.61% |
| $1.0M - $2.0M | 1.31% |
| $2M+ | 1.31% |
Rates shown are for non-wrap portfolio management. Wrap fee portfolio management is also available with higher rates (1.80% for the first tier and 1.45% for the second tier). Fees are generally negotiable for accounts over $2,000,000.
Fee Estimator
Location
2214 Enterprise Parkway East, Twinsburg, OH, 44087
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 is an agent for FNA Wealth Management, offering life insurance and earning commissions, dedicating a few hours per week. He also works as an IAR for Beacon Financial Advisory LLC, focusing on financial, income, and retirement planning, taking about half of his time.
Employment History
Current Registrations
Beacon Financial Advisory LLC
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
Sterne Agee Financial Services, INC.Broker
Wrp Investments, INC.Broker
State Registrations4 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.
Exams
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