Jonathan Leong is a CFA-designated registered investment advisor at Aumakua Capital Management LLC, based in Albany, OR, 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 High Net Worth, Investment Management. Their firm serves 10 clients with $7.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Also charges a 20% performance-based fee. Fees for non-discretionary account management are negotiable.
Fee Estimator
Location
Albany, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is an instructor and program development coordinator at Oregon State University and an adjunct professor at Claremont Graduate University. He also serves as a board director for Cascadia Wildlands and the Portland Alternative Investment Association, dedicating minimal time to each.
Employment History
Current Registrations
Aumakua Capital Management LLC
Previous Registrations
Aumakua Capital Management LLC
State Registrations2 states
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