Jonathan Moran
Jonathan Moran is a registered investment advisor at Fenimore Asset Management, INC., based in Cobleskill, NY, with 8 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 682 clients with $5.4B 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
The annual fee for a fixed income portfolio opened on or after October 21, 2013, structured at the request of the SMA Client, is up to .50% of fixed income assets under management.
Fee Estimator
Location
384 North Grand Street, Cobleskill, NY, 12043
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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 Activities
Jonathan owns a local retail business, City Slicker Sailing Club, which primarily sells t-shirts. He spends minimal time on this activity, mostly on weekends, owning, selling, and marketing t-shirts.
Employment History
Current Registrations
Fenimore Asset Management, INC.
Fenimore Securities, INC.Broker
Previous Registrations
Lazard Asset Management Securities LLCBroker
Mercer Allied Company, L.P.Broker
State Registrations7 states
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