Jonah Rauguth
Jonah Rauguth is a CFP-designated registered investment advisor at Immaculate Wealth Management, LLC, based in Mesa, AZ, with 7 years of industry experience. Jonah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 576 clients with $140M 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 $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.30% |
| $3M+ | 1.00% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
2500 S. Power Road, Suite 111, Mesa, AZ, 85209
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
Jonah is an independent insurance agent since 2019, dedicating about three-quarters of his time to selling fixed insurance. He also works as a personal shopper and grocery deliverer for Instacart, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Immaculate Wealth Management, LLC
Gradient Securities, LLCBroker
State Registrations14 states
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