Jonathan Kreidt is a registered investment advisor at Triumph Private Wealth, based in Orlando, FL, 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 Financial Planning & Coaching, Investment Management. Their firm serves 85 clients with $18M 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 | 0.95% |
| $1M+ | 0.75% |
Fees are negotiable at Triumph Private Wealth's discretion.
Fee Estimator
Location
Orlando, FL
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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 Activities
Jonathan owns rental properties since 2017 and derives income from them, spending minimal time on this activity. He acts as the landlord and handles minor repairs.
Employment History
Current Registrations
Triumph Private Wealth
Previous Registrations
Cnl Securities CORP.Broker
Lion Street Financial, LLCBroker
G. A. Repple & CompanyBroker
State Registrations6 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.