Jonathon Mccoy
Jonathon Mccoy is a registered investment advisor at Market Investment Group, LLC, based in Overland Park, KS, with 9 years of industry experience. Jonathon 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, and 2 more. Their firm serves 1,814 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Market Investment Group charges up to 1.50% of your portfolio annually for investment management. This fee covers compensation for Foundations Investment Advisors and most model providers. An additional 0.15% may apply for certain model providers using aggressive trading strategies. A $50 annual administrative and technology fee is also assessed. Fees are deducted monthly based on the average daily value of your portfolio. The fee may be negotiable.
The firm also offers combined services with affiliated tax and legal firms, with discounted services based on your portfolio size.
Location
5267 W 95th Street, Overland Park, KS, 66207
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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
Jonathon is a self-employed independent insurance agent since 2015, offering fixed insurance, long-term care (LTC), and annuity solutions. This activity takes about half of his time.
Employment History
Current Registrations
Market Investment Group, LLC
Previous Registrations
Foundations Investment Advisors LLC
State Registrations3 states
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.