Jonathan Shen is a CFP-designated registered investment advisor at Sax Wealth Advisors, LLC, based in Ewing, NJ, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,086 clients with $2.4B 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 $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.55% |
| $7M+ | 0.45% |
Fees may be negotiable in certain cases. Certain pre-existing investment management services clients may be on a different fee schedule.
Fee Estimator
Contact
Jonathan Shen
Location
100 Charles Ewing Boulevard, Suite 130, Ewing, NJ, 08628
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 →Employment History
Current Registrations
Sax Wealth Advisors, LLC
Previous Registrations
Private Portfolio Partners, LLC
LPL Financial LLCBroker
J.P. Morgan Securities LLCBroker
Equity Services, INC.Broker
State Registrations1 state
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