Jonathan Berry is a registered investment advisor at Truehaven Capital, based in Richardson, TX, with 1 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 28 clients with $62M 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 $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.70% |
| $20M+ | 0.70% |
Fees are negotiable. Optimal Cash Management accounts have a different fee schedule beginning at 0.25% ($1m minimum). A fee up to 0.5% is charged for all assets invested in private funds recommended.
Fee Estimator
Location
Richardson, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Truehaven Capital
State Registrations2 states
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