Johnathan Breen
Johnathan Breen is a CFP-designated registered investment advisor at Oneseven, based in Beachwood, OH, with 11 years of industry experience. Johnathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122
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Regulatory History (1)
Customer Dispute
October 2018Other Business ActivitiesSells Insurance
Johnathan is an assistant volleyball coach at Endicott College, spending a few hours per week on this activity. He is also an insurance agent with Hamilton Financial Inc., dedicating minimal time to advising clients on insurance products, and runs an estate planning legal practice, spending a few hours per week on this activity.
Employment History
Current Registrations
Oneseven
Fortune Financial Services, INC.Broker
Previous Registrations
World Investment Advisors, LLC
World Investments, INC.Broker
Raymond James Financial Services Advisors, INC
Boston Harbor Wealth Advisors, LLC
Raymond James Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 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.