Jonathan Spencer is a CFA-designated registered investment advisor at Signet Private Wealth, LLC, based in Chicago, IL, 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 Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 80 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Signet Private Wealth charges a percentage of your portfolio each year or a fixed fee, billed quarterly. The fee is based on the average daily balance of your account. The exact fee is specified in your agreement and is negotiable based on various factors. The maximum annual fee is 1.5% of your portfolio.
Location
150 S Wacker Drive, Suite 2400, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is the trustee for his wife's trust, spending a few hours per week managing its portfolio. He is also the CFO and Director of Medinah Road Development Co. LLC, dedicating minimal time to preparing financial statements and overseeing accounting, and a managing member of Twende Investments, LLC, spending about a quarter of his time providing financial modeling services.
Employment History
Current Registrations
Signet Private Wealth, LLC
Previous Registrations
Liccar Securities, LLCBroker
State Registrations2 states
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