Jonathan Vogel
Jonathan Vogel is a CFP-designated registered investment advisor at Emerson Equity LLC, based in Denver, CO, with 9 years of industry experience. Jonathan 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. Their firm serves 679 clients with $330M 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 | 2.50% |
| $1M+ | 2.25% |
Fees are negotiable. The Advisor, as a registered Broker-Dealer, also receives 12b-1 fees for certain mutual fund transactions.
Fee Estimator
Location
650 S. Cherry St., Ste 825, Denver, CO, 80246
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 works as an insurance agent for various carriers, dedicating about 10% of his time to this activity. This activity is not investment-related.
Employment History
Current Registrations
Emerson Equity LLCBroker
Horizon Wealth
Previous Registrations
Impact Partnership Wealth, LLC
Larson Financial Group, LLC
Larson Financial Securities, LLCBroker
Stifel, Nicolaus & Company, IncorporatedBroker
Scottrade, 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.