Jonathan Billiot
Jonathan Billiot is a CFP-designated registered investment advisor at Ark Wealth Management, based in Austin, TX, with 9 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 298 clients with $190M 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 | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable and depend on the client's needs and complexity of the situation. The maximum fee is 1.80% per year.
Fee Estimator
Location
3520 Executive Drive, Suite 124, Austin, TX, 78731
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 a director at Ark Insurance Group, an insurance agency, dedicating nearly full-time hours to managing the business and selling insurance products. He also works nearly full-time as a senior project manager for Ark Family Office, LLC and spends a few hours per week as Co-Founder and COO of Snazze Boutique, an online clothing boutique.
Employment History
Current Registrations
Ark Wealth Management
Previous Registrations
Ark Financial Advisors, LLC
Oakwell Private Wealth Management
State Registrations1 state
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