Jonathan Coughlin
Jonathan Coughlin is a registered investment advisor at Flagship Harbor Advisors, LLC, based in Boston, MA, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,373 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Flagship Harbor Advisors charges an annual fee based on a percentage of the market value of your investments. This fee generally ranges from 0.25% to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, and the complexity of your situation. Clients can choose to have fees deducted from their accounts or billed directly.
Location
346 Commercial Street, Boston, MA, 02109
Get directionsHistory
Regulatory History (1)
Criminal
March 2017Other Business Activities
Jonathan operates under the DBAs Flagship Harbor Advisors, LLC and Munroe Morrow Wealth Management. He dedicates full-time hours providing administrative support to Flagship Harbor Advisors, an independent investment advisor firm.
Employment History
Current Registrations
Flagship Harbor Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
AXA Advisors, LLCBroker
State Registrations14 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.