Jonathan Lewis is a registered investment advisor at Eldred Rock Partners, LLC, based in San Antonio, TX, 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 Investment Management. Their firm serves 68 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Fees are negotiable. Model provider services are offered at 0.25% annually.
Fee Estimator
Location
7330 San Pedro Ave, Suite 505, San Antonio, TX, 78216
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 →Employment History
Current Registrations
Eldred Rock Partners, LLC
Previous Registrations
Avalon Investment & Advisory
State Registrations1 state
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.