Jonathan Rosner is a registered investment advisor at Tritonpoint Wealth, LLC, based in Chevy Chase, MD, 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 Charitable Giving, Education Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 409 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TritonPoint Wealth offers wealth management services for an annual fee based on the value of your portfolio. This fee ranges from 0.25% to 1.50% depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is charged quarterly, in advance. TPW also uses Dynasty's platform, which has its own fees.
Location
5404 Wisconsin Ave, Ste. 330, Chevy Chase, MD, 20815
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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
Tritonpoint Wealth, LLC
Previous Registrations
Goldman Sachs Personal Financial Management
Wealthspire Advisors
Convergent Wealth Advisors, LLC
State Registrations1 state
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