Jonathan Powell is a CFA-designated registered investment advisor at Summit Trail Advisors, LLC, based in New York, NY, 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 Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,191 clients with $26B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Trail charges an annual fee based on a percentage of the assets they manage. This fee can range up to 1.50% annually, depending on the complexity of the services, the amount of assets managed, and the overall relationship. The fee is calculated quarterly in advance, and reconciliations are performed to capture any differences in market value. The management fee is negotiable depending on individual client circumstances.
Location
2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY, 10017
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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
Summit Trail Advisors, LLC
Summit Trail Securities, LLCBroker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Barclays Capital INC.
Barclays Capital INC.Broker
State Registrations2 states
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