Jonathan Kerstetter
Jonathan Kerstetter is a CFP-designated registered investment advisor at Morton Brown Family Wealth LLC, based in Allentown, PA, with 10 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 259 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morton Brown Family Wealth charges an annual investment advisory fee based on a percentage of the value of your investments. The fee generally ranges from 0.50% to 1.25% of the assets they manage. The advisory fee is negotiable depending on factors such as the amount of assets, portfolio composition, and the complexity of the engagement.
Location
600 W. Hamilton Street, Suite 510, Allentown, PA, 18101
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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 independent insurance agent since 2015, dedicating minimal time to this activity. He also serves on the Board of Directors for the DeSales University Forum for Ethics.
Employment History
Current Registrations
Morton Brown Family Wealth LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Vicus Capital, INC.
Cetera Advisor Networks LLCBroker
PNC Investments
PNC InvestmentsBroker
Edward Jones
Edward JonesBroker
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.