Jonathan Rogers
Jonathan Rogers is a registered investment advisor at Clearview Financial Strategies LLC, based in Atkinson, NH, with 7 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, Investment Management. Their firm serves 39 clients with $13M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiable based on various factors.
Fee Estimator
Location
Atkinson, NH
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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 is an insurance agent selling fixed life, annuities, and long-term disability insurance, dedicating about a quarter of his time to this. He also owns Horizon Properties, LLC, a residential property management company, spending a few hours per week on it.
Employment History
Current Registrations
Clearview Financial Strategies LLC
Previous Registrations
Gradient Advisors, LLC
Inspire Advisors, LLC
MML Investors Services, LLCBroker
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.