Jonathan Lupo is a registered investment advisor at Fealty Group LLC, based in Niagara Falls, NY, with 5 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 15 clients with $2.2M 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 $250K | 2.00% |
| $250K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 0.75% |
Fees are negotiable. Clients who maintain an investment account with the firm for four years receive an average fee reduction of 20%.
Fee Estimator
Location
Niagara Falls, NY
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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
Fealty Group LLC
Previous Registrations
Equitable Advisors, LLCBroker
State Registrations1 state
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