Jonathan Scimeca
Jonathan Scimeca is a CFP-designated registered investment advisor at Cary Street Partners, based in Fredericksburg, VA, 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,851 clients with $8.3B 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 | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for amounts over $25,000,001. Fees shown do not include any underlying fund/product fees, where applicable.
Fee Estimator
Location
250 Executive Center Parkway, Fredericksburg, VA, 22401
Get directionsHistory
Regulatory History (1)
Criminal
May 2012Other Business Activities
Jonathan serves as a Successor Trustee, Successor Executor, and Durable Power of Attorney for a family member's Living Trust. He is not currently acting in this role or receiving compensation and dedicates minimal time to it.
Employment History
Current Registrations
Cary Street Partners
Cary Street PartnersBroker
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.