Jonathan Durr
Jonathan Durr is a registered investment advisor at Aegis Wealth Management, INC., based in Beaumont,, TX, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,350 clients with $220M 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 | 2.15% |
| $500K - $1.0M | 2.05% |
| $1.0M - $2.5M | 1.80% |
| $2.5M+ | 1.80% |
Fees for amounts over $2.5 million are negotiable. Accounts also incur a $35 annual software and reporting fee unless under $5,000. Assets managed by Portfolio Medics are subject to a 2.60% annual fee.
Fee Estimator
Location
985 Interstate 10 N, Suite 110H, Beaumont,, TX, 77706
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 →Other Business ActivitiesSells Insurance
Jonathan is an insurance agent working with Foundational Wealth Partners and MasterCare America, providing fixed financial products, estate planning services, and long-term insurance coverage. He also owns Grand Terebinth Enterprises LLC, which receives his insurance commissions and advisory fees, but this requires minimal time.
Employment History
Current Registrations
Aegis Wealth Management, INC.
Previous Registrations
Brookstone Capital Management LLC
State Registrations1 state
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