Jonathan Elks is a CFP-designated registered investment advisor at Boerum Hill Financial Advisors LLC, based in Brooklyn, NY, with 4 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, Retirement Planning. Their firm serves 87 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Boerum Hill's wealth management fees are based on the value of your investments and range from 0.50% to 1.30% annually, paid quarterly. The fee depends on the complexity of services, the amount of assets managed, and the overall relationship. Fees may be negotiable. The fees do not include brokerage or custody fees.
Location
Brooklyn, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Boerum Hill Financial Advisors LLC
State Registrations1 state
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