Jonathan Iannacone is a registered investment advisor at Wernau Asset Management, based in Gloucester, MA, 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 103 clients with $200M 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 |
|---|---|
| Up to $25.0M | 1.50% |
| $25M+ | 1.50% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Location
30 Western Ave, Suite 206, Gloucester, MA, 01930
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jonathan is the founder and CEO of Verge Advisors LLC, a business consulting firm. He dedicates about 10-20% of his time to this activity, with about half of that time occurring during securities trading hours.
Employment History
Current Registrations
Wernau Asset Management
State Registrations1 state
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